OTIS WORLDWIDE CORP (OTIS) — Hedge Fund Ownership Q4 2025
OTIS
- OTIS WORLDWIDE CORP (OTIS) is held by 4 of 82 tracked hedge funds, with Fundsmith (2%) and Markel Group (0.1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in OTIS holdings came from First Eagle Investment Management (+13%), highlighting conviction.
- The biggest decreases in OTIS holdings came from Fundsmith (-47%) and Dodge & Cox (-4%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to OTIS WORLDWIDE CORP (OTIS) by -44% vs the prior quarter and -45% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Fundsmith
|
1.59% | 3.1M | -46.51% | -47.84% | $271.9M | $87.35 | — |
| 2 |
Markel Group Tom Gayner
|
0.08% | 115K | — | — | $10.0M | $87.35 | — |
| 3 |
First Eagle Investment Management
|
0.03% | 163K | +13.18% | +211.55% | $14.2M | $87.35 | — |
| 4 |
Dodge & Cox
|
0.00% | 16K | -3.61% | -26.59% | $1.4M | $87.35 | — |
| 4 | Total | — | 3.4M | -44.12% | -44.67% | $297.5M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.