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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
HFS
1301
Hughes Financial Services
Virginia
$175 -$268 -3 -60%
RS
1302
Rakuten Securities
Japan
$175
NL
1303
NorthAvenue LLC
Ohio
$175 +$179 +2 New
RFA
1304
Reyes Financial Architecture
California
$175 +$179 +2 New
WW
1305
Winnow Wealth
Texas
$88
JWM
1306
Jessup Wealth Management
Ohio
$87 +$89 +1 New
WA
1307
Westfuller Advisors
New York
$55
CC
1308
Cartenna Capital
Connecticut
-$70.9M -775,000 Closed
AI
1309
AdvisorShares Investments
Maryland
-$7.48M -81,800 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1310
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$6.13M -67,057 Closed
Kovitz Investment Group Partners
1311
Kovitz Investment Group Partners
Illinois
-$5.2M -56,837 Closed
HHAM
1312
HITE Hedge Asset Management
Massachusetts
-$4.97M -54,321 Closed
AIM
1313
Artemis Investment Management
United Kingdom
-$4.19M -45,805 Closed
SC
1314
SummitTX Capital
Texas
-$3M -32,860 Closed
WAM
1315
Weiss Asset Management
Massachusetts
-$1.65M -18,084 Closed
NERM
1316
New England Research & Management
Illinois
-$1.33M -14,575 Closed
BJL
1317
Brighton Jones LLC
Washington
-$1.26M -13,813 Closed
NSEDCP
1318
NJ State Employees Deferred Compensation Plan
New Jersey
-$1.19M -13,001 Closed
CI Investments Inc
1319
CI Investments Inc
Ontario, Canada
-$1.08M -11,769 Closed
CG
1320
Caprock Group
Idaho
-$982K -11,304 Closed
Nomura Holdings
1321
Nomura Holdings
Japan
-$922K -10,305 Closed
CWM
1322
Compass Wealth Management
Connecticut
-$870K -9,515 Closed
FRM
1323
Fox Run Management
Connecticut
-$787K -8,607 Closed
PCP
1324
Perbak Capital Partners
United Kingdom
-$786K -8,596 Closed
PCA
1325
Pallas Capital Advisors
Massachusetts
-$631K -6,901 Closed