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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
JTWM
1326
Jackson Thornton Wealth Management
Alabama
DA
1327
Dover Advisors
Virginia
PSP
1328
Principal Street Partners
Tennessee
SC
1329
Sapient Capital
Indiana
DDC
1330
DF Dent & Co
Maryland
NAS
1331
Nicolet Advisory Services
Wisconsin
Simplex Trading
1332
Simplex Trading
Illinois
EH
1333
Equitable Holdings
New York
CCT
1334
Chemung Canal Trust
New York
IC
1335
Inscription Capital
Texas
AIM
1336
Acropolis Investment Management
Missouri
PAMG
1337
Patton Albertson Miller Group
Tennessee
CPA
1338
Capital Performance Advisors
California
BCM
1339
Brookstone Capital Management
Illinois
SF
1340
Summit Financial
New Jersey
ONB
1341
Old National Bancorp
Indiana
FNT
1342
First National Trust
Pennsylvania
Empower Advisory Group
1343
Empower Advisory Group
Colorado
CCA
1344
Childress Capital Advisors
Texas
FLP
1345
Financial Life Planners
Arizona
NAAA
1346
New Age Alpha Advisors
New York
RA
1347
Rise Advisors
New York
PEAK6
1348
PEAK6
Illinois
HFS
1349
Hopwood Financial Services
Virginia
CWM
1350
Crowley Wealth Management
Delaware