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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
BCM
1351
Brookstone Capital Management
Illinois
-$208K -2,274 Closed
SF
1352
Summit Financial
New Jersey
-$207K -2,269 Closed
ONB
1353
Old National Bancorp
Indiana
-$205K -2,245 Closed
FNT
1354
First National Trust
Pennsylvania
-$202K -2,214 Closed
Empower Advisory Group
1355
Empower Advisory Group
Colorado
-$201K -2,193 Closed
CCA
1356
Childress Capital Advisors
Texas
-$200K -2,188 Closed
FLP
1357
Financial Life Planners
Arizona
-$124K -1,355 Closed
NAAA
1358
New Age Alpha Advisors
New York
-$74.4K -814 Closed
RA
1359
Rise Advisors
New York
-$74.2K -811 Closed
PEAK6
1360
PEAK6
Illinois
-$54.3K -594 Closed
HFS
1361
Hopwood Financial Services
Virginia
-$51.4K -562 Closed
CWM
1362
Crowley Wealth Management
Delaware
-$41.1K -450 Closed
IUHSA
1363
Itau Unibanco Holding S.A.
Brazil
-$30.9K -338 Closed
AAS
1364
Ameritas Advisory Services
Nebraska
-$29.1K -318 Closed
SC
1365
Stance Capital
Massachusetts
-$26.9K -295 Closed
NC
1366
North Capital
Utah
-$25.3K -277 Closed
PAM
1367
Palisade Asset Management
Minnesota
-$18.8K -206 Closed
Optiver Holding
1368
Optiver Holding
Netherlands
-$18.5K -202 Closed
TIM
1369
Tortoise Investment Management
New York
-$12.8K -140 Closed
JWM
1370
JPL Wealth Management
Colorado
-$11.2K -123 Closed
TCM
1371
TruNorth Capital Management
Michigan
-$11.2K -122 Closed
DWA
1372
Delos Wealth Advisors
Texas
-$10.1K -110 Closed
LCM
1373
Logan Capital Management
Pennsylvania
-$9.23K -101 Closed
FPB
1374
First PREMIER Bank
South Dakota
-$9K -100 Closed
MBFW
1375
Morton Brown Family Wealth
Pennsylvania
-$9.14K -100 Closed