Otis Worldwide
OTIS
1,310 hedge funds and large institutions have $30.9B invested in Otis Worldwide in 2025 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 391 increasing their positions, 484 reducing their positions, and 82 closing their positions.
175% more call options, than puts
Call options by funds: $54.4M | Put options by funds: $19.8M
102% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 82
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
13.96% more ownership
Funds ownership: 86.6% → 100.55% (+14%)
5% more funds holding
Funds holding: 1,252 → 1,310 (+58)
1% less capital invested
Capital invested by funds: $31.1B → $30.9B (-$167M)
19% less repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 484
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSC
J. Stern & Co
London,
United Kingdom
|
+$3.42B |
| 2 |
Millennium Management
New York
|
+$195M |
| 3 |
VanEck Associates
New York
|
+$177M |
| 4 |
BlackRock
New York
|
+$131M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$255M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
-$242M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$157M |
| 4 |
JP Morgan Chase
New York
|
-$133M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$108M |
OTIS Hedge Fund Activity: Q4 2025 in Review
1,310 of the 8,265 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q4 2025, worth a combined $30.9B — down 0.54% from $31.1B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new OTIS positions and 82 closed out — a net gain of 84 holders — while 391 added to existing stakes and 484 trimmed.
The largest buyer was J. Stern & Co, adding an estimated $3.42B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $255M.
- 1,310 institutional investors held Otis Worldwide (OTIS) as of Q4 2025, up from 1,252 in Q3 2025.
- Funds reported $30.9B of Otis Worldwide stock for Q4 2025, down 0.54% quarter-over-quarter.
- 166 funds opened new Otis Worldwide positions in Q4 2025 and 82 closed out, a net change of +84 holders.
- The largest Otis Worldwide buyer in Q4 2025 was J. Stern & Co, an estimated $3.42B added.
- The largest Otis Worldwide seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $255M sold.
Based on aggregated 13F filings for Q4 2025.