OTIS icon

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
PEAK6
1351
PEAK6
Illinois
HFS
1352
Hopwood Financial Services
Virginia
CWM
1353
Crowley Wealth Management
Delaware
IUHSA
1354
Itau Unibanco Holding S.A.
Brazil
AAS
1355
Ameritas Advisory Services
Nebraska
SC
1356
Stance Capital
Massachusetts
NC
1357
North Capital
Utah
PAM
1358
Palisade Asset Management
Minnesota
Optiver Holding
1359
Optiver Holding
Netherlands
TIM
1360
Tortoise Investment Management
New York
JWM
1361
JPL Wealth Management
Colorado
TCM
1362
TruNorth Capital Management
Michigan
DWA
1363
Delos Wealth Advisors
Texas
LCM
1364
Logan Capital Management
Pennsylvania
FPB
1365
First PREMIER Bank
South Dakota
MBFW
1366
Morton Brown Family Wealth
Pennsylvania
HWA
1367
Heartwood Wealth Advisors
Virginia
BIM
1368
Breakwater Investment Management
Washington
AG
1369
AmeriFlex Group
Nevada
MSG
1370
Main Street Group
Virginia
SR
1371
Syntax Research
Florida
GJIA
1372
Glass Jacobson Investment Advisors
Maryland
CVM
1373
Cheviot Value Management
California
MAM
1374
Marquette Asset Management
Minnesota
HHGA
1375
Halbert Hargrove Global Advisors
California