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Otis Worldwide

1,305 hedge funds and large institutions have $69.5B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 391 increasing their positions, 483 reducing their positions, and 82 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:

14.1% more ownership

Funds ownership: 86.48%100.58% (+14%)

4% more funds holding

Funds holding: 1,2501,305 (+55)

19% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 483

Holders
1,305
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
RFA
1301
Reyes Financial Architecture
California
$175
NL
1302
NorthAvenue LLC
Ohio
$175
WW
1303
Winnow Wealth
Texas
$88
JWM
1304
Jessup Wealth Management
Ohio
$87
WA
1305
Westfuller Advisors
New York
$55
CC
1306
Cartenna Capital
Connecticut
AI
1307
AdvisorShares Investments
Maryland
Connor, Clark & Lunn Investment Management (CC&L)
1308
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
Kovitz Investment Group Partners
1309
Kovitz Investment Group Partners
Illinois
HHAM
1310
HITE Hedge Asset Management
Massachusetts
AIM
1311
Artemis Investment Management
United Kingdom
SC
1312
SummitTX Capital
Texas
WAM
1313
Weiss Asset Management
Massachusetts
NERM
1314
New England Research & Management
Illinois
BJL
1315
Brighton Jones LLC
Washington
NSEDCP
1316
NJ State Employees Deferred Compensation Plan
New Jersey
CI Investments Inc
1317
CI Investments Inc
Ontario, Canada
CG
1318
Caprock Group
Idaho
Nomura Holdings
1319
Nomura Holdings
Japan
CWM
1320
Compass Wealth Management
Connecticut
FRM
1321
Fox Run Management
Connecticut
PCP
1322
Perbak Capital Partners
United Kingdom
PCA
1323
Pallas Capital Advisors
Massachusetts
SMH
1324
Sanders Morris Harris
Texas
CT
1325
Chicago Trust
Illinois