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Otis Worldwide

1,307 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 391 increasing their positions, 484 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $54.4M | Put options by funds: $19.8M

124% more capital invested

Capital invested by funds: $31.1B → $69.5B (+$38.4B)

100% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 82

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

13.99% more ownership

Funds ownership: 86.6%100.59% (+14%)

4% more funds holding

Funds holding: 1,2511,307 (+56)

19% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 484

Holders
1,307
Holders Change
+56
Holders Change %
+4.48%
% of All Funds
15.9%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
164
Increased
391
Reduced
484
Closed
82
Calls
$54.4M
Puts
$19.8M
Net Calls
+$34.6M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1276
Bogart Wealth LLC
Virginia
$1.22K -$626 -7 -33%
ACA
1277
Atlas Capital Advisors
Wyoming
$1.22K +$1.25K +14 New
WWA
1278
Wealth Watch Advisors
Colorado
$1.14K +$447 +5 +63%
RWS
1279
Retirement Wealth Solutions
Wisconsin
$1.05K +$89 +1 +9%
FC
1280
Fairscale Capital
New Hampshire
$1.05K
GPFA
1281
Game Plan Financial Advisors
Ohio
$1.05K
HIA
1282
HFM Investment Advisors
New Jersey
$787 +$89 +1 +13%
CAC
1283
Core Alternative Capital
Georgia
$786 -$1.25K -14 -61%
BFS
1284
Bare Financial Services
Pennsylvania
$699 -$5.28K -59 -88%
OPTFSNA
1285
Old Point Trust & Financial Services N A
Virginia
$524
BGA
1286
Battery Global Advisors
Massachusetts
$509 +$4.38K +49 +223%
Q1WB
1287
Quest 10 Wealth Builders
Virginia
$480
NL
1288
NVWM LLC
Pennsylvania
$437 -$447 -5 -50%
NRWA
1289
North Ridge Wealth Advisors
Oregon
$437
LIA
1290
Luken Investment Analytics
Tennessee
$437 +$447 +5 New
BHWM
1291
Beaird Harris Wealth Management
Texas
$404
SA
1292
Seneschal Advisors
Washington
$350
AF
1293
Advisornet Financial
Minnesota
$349 -$358 -4 -50%
FG
1294
Fairman Group
Pennsylvania
$349 -$358 -4 -50%
HHCP
1295
Hilton Head Capital Partners
South Carolina
$349 +$358 +4 New
DF
1296
DecisionPoint Financial
Arizona
$263
DCM
1297
Davis Capital Management
Florida
$262 -$89 -1 -25%
FMP
1298
Financial Management Professionals
Texas
$262 +$268 +3 New
SHIM
1299
Stone House Investment Management
Pennsylvania
$262 +$268 +3 New
RPA
1300
Redwood Park Advisors
California
$175 -$2.33K -26 -93%