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Otis Worldwide

1,231 hedge funds and large institutions have $26.6B invested in Otis Worldwide in 2026 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 387 increasing their positions, 476 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

31% less call options, than puts

Call options by funds: $49.5M | Put options by funds: $71.6M

33% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 163

62% less capital invested

Capital invested by funds: $69.5B → $26.6B (-$42.9B)

Holders
1,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.5M
Puts
$71.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
451
Lido Advisors
California
$1.34M
AUB
452
Atlantic Union Bankshares
Virginia
$1.3M
EFS
453
Essex Financial Services
Connecticut
$1.29M
WTC
454
WhitTier Trust Company
Nevada
$1.28M
Allspring Global Investments
455
Allspring Global Investments
North Carolina
$1.26M
AS
456
Aware Super
Australia
$1.26M
OIS
457
Okabena Investment Services
Minnesota
$1.25M
Bessemer Group
458
Bessemer Group
New Jersey
$1.24M
SIRP
459
Shelter Insurance Retirement Plan
Missouri
$1.23M
MSE
460
MUFG Securities EMEA
United Kingdom
$1.23M
DWM
461
Diversify Wealth Management
Utah
$1.21M
CL
462
Choreo LLC
Illinois
$1.21M
HNB
463
Huntington National Bank
Ohio
$1.2M
AWA
464
ARQ Wealth Advisors
Arizona
$1.2M
BFM
465
Boothbay Fund Management
New York
$1.19M
DA
466
Dash Acquisitions
California
$1.19M
WP
467
Woodline Partners
California
$1.17M
GIM
468
Goelzer Investment Management
Indiana
$1.17M
LI
469
Lafayette Investments
Maryland
$1.17M
NB
470
NBT Bank
New York
$1.15M
PTC
471
Private Trust Company
Ohio
$1.14M
HIM
472
Hillsdale Investment Management
Ontario, Canada
$1.14M
FFS
473
Founders Financial Securities
Maryland
$1.13M
SAI
474
Systematic Alpha Investments
New Jersey
$1.13M
TCM
475
Tufton Capital Management
Maryland
$1.13M