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Otis Worldwide

1,298 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 389 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: 86.48%100.45% (+14%)

4% more funds holding

Funds holding: 1,2481,298 (+50)

19% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 482

Holders
1,298
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
Connor, Clark & Lunn Investment Management (CC&L)
1301
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
Kovitz Investment Group Partners
1302
Kovitz Investment Group Partners
Illinois
HHAM
1303
HITE Hedge Asset Management
Massachusetts
AIM
1304
Artemis Investment Management
United Kingdom
SC
1305
SummitTX Capital
Texas
WAM
1306
Weiss Asset Management
Massachusetts
NERM
1307
New England Research & Management
Illinois
BJL
1308
Brighton Jones LLC
Washington
NSEDCP
1309
NJ State Employees Deferred Compensation Plan
New Jersey
CI Investments Inc
1310
CI Investments Inc
Ontario, Canada
CG
1311
Caprock Group
Idaho
Nomura Holdings
1312
Nomura Holdings
Japan
CWM
1313
Compass Wealth Management
Connecticut
FRM
1314
Fox Run Management
Connecticut
PCP
1315
Perbak Capital Partners
United Kingdom
PCA
1316
Pallas Capital Advisors
Massachusetts
SMH
1317
Sanders Morris Harris
Texas
CT
1318
Chicago Trust
Illinois
GWMR
1319
GC Wealth Management RIA
Massachusetts
GH
1320
GAM Holding
Switzerland
AWM
1321
Arista Wealth Management
Nevada
BAAM
1322
Baker Avenue Asset Management
California
NICM
1323
Neo Ivy Capital Management
New York
BCV
1324
Banque Cantonale Vaudoise
Switzerland
AC
1325
Armistice Capital
New York