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Otis Worldwide

1,290 hedge funds and large institutions have $69.4B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 387 increasing their positions, 482 reducing their positions, and 80 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: 86.46%100.43% (+14%)

4% more funds holding

Funds holding: 1,2441,290 (+46)

20% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 482

Holders
1,290
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
NSEDCP
1301
NJ State Employees Deferred Compensation Plan
New Jersey
CI Investments Inc
1302
CI Investments Inc
Ontario, Canada
CG
1303
Caprock Group
Idaho
Nomura Holdings
1304
Nomura Holdings
Japan
CWM
1305
Compass Wealth Management
Connecticut
FRM
1306
Fox Run Management
Connecticut
PCP
1307
Perbak Capital Partners
United Kingdom
PCA
1308
Pallas Capital Advisors
Massachusetts
SMH
1309
Sanders Morris Harris
Texas
CT
1310
Chicago Trust
Illinois
GWMR
1311
GC Wealth Management RIA
Massachusetts
GH
1312
GAM Holding
Switzerland
AWM
1313
Arista Wealth Management
Nevada
BAAM
1314
Baker Avenue Asset Management
California
NICM
1315
Neo Ivy Capital Management
New York
BCV
1316
Banque Cantonale Vaudoise
Switzerland
AC
1317
Armistice Capital
New York
LOAMU
1318
Lombard Odier Asset Management (USA)
New York
RCM
1319
Requisite Capital Management
Texas
P
1320
Pitcairn
Pennsylvania
JTWM
1321
Jackson Thornton Wealth Management
Alabama
DA
1322
Dover Advisors
Virginia
PSP
1323
Principal Street Partners
Tennessee
SC
1324
Sapient Capital
Indiana
DDC
1325
DF Dent & Co
Maryland