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Otis Worldwide

1,295 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 387 increasing their positions, 482 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

13.97% more ownership

Funds ownership: 86.47%100.43% (+14%)

4% more funds holding

Funds holding: 1,2461,295 (+49)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.4M
Puts
$19.8M
Net Calls
Net Calls Change

Top Sellers

1 -$255M
2 -$242M
3 -$157M
4
JP Morgan Chase
JP Morgan Chase
New York
-$133M
5
Macquarie Group
Macquarie Group
Australia
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1276
NVWM LLC
Pennsylvania
$437
NRWA
1277
North Ridge Wealth Advisors
Oregon
$437
LIA
1278
Luken Investment Analytics
Tennessee
$437
BHWM
1279
Beaird Harris Wealth Management
Texas
$404
SA
1280
Seneschal Advisors
Washington
$350
AF
1281
Advisornet Financial
Minnesota
$349
FG
1282
Fairman Group
Pennsylvania
$349
HHCP
1283
Hilton Head Capital Partners
South Carolina
$349
DF
1284
DecisionPoint Financial
Arizona
$263
DCM
1285
Davis Capital Management
Florida
$262
FMP
1286
Financial Management Professionals
Texas
$262
SHIM
1287
Stone House Investment Management
Pennsylvania
$262
RPA
1288
Redwood Park Advisors
California
$175
HFS
1289
Hughes Financial Services
Virginia
$175
RS
1290
Rakuten Securities
Japan
$175
RFA
1291
Reyes Financial Architecture
California
$175
NL
1292
NorthAvenue LLC
Ohio
$175
WW
1293
Winnow Wealth
Texas
$88
JWM
1294
Jessup Wealth Management
Ohio
$87
WA
1295
Westfuller Advisors
New York
$55
CC
1296
Cartenna Capital
Connecticut
AI
1297
AdvisorShares Investments
Maryland
Connor, Clark & Lunn Investment Management (CC&L)
1298
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
Kovitz Investment Group Partners
1299
Kovitz Investment Group Partners
Illinois
HHAM
1300
HITE Hedge Asset Management
Massachusetts