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