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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
LOAMU
1326
Lombard Odier Asset Management (USA)
New York
RCM
1327
Requisite Capital Management
Texas
P
1328
Pitcairn
Pennsylvania
JTWM
1329
Jackson Thornton Wealth Management
Alabama
DA
1330
Dover Advisors
Virginia
PSP
1331
Principal Street Partners
Tennessee
SC
1332
Sapient Capital
Indiana
DDC
1333
DF Dent & Co
Maryland
NAS
1334
Nicolet Advisory Services
Wisconsin
Simplex Trading
1335
Simplex Trading
Illinois
EH
1336
Equitable Holdings
New York
CCT
1337
Chemung Canal Trust
New York
IC
1338
Inscription Capital
Texas
AIM
1339
Acropolis Investment Management
Missouri
PAMG
1340
Patton Albertson Miller Group
Tennessee
CPA
1341
Capital Performance Advisors
California
BCM
1342
Brookstone Capital Management
Illinois
SF
1343
Summit Financial
New Jersey
ONB
1344
Old National Bancorp
Indiana
FNT
1345
First National Trust
Pennsylvania
Empower Advisory Group
1346
Empower Advisory Group
Colorado
CCA
1347
Childress Capital Advisors
Texas
FLP
1348
Financial Life Planners
Arizona
NAAA
1349
New Age Alpha Advisors
New York
RA
1350
Rise Advisors
New York