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