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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
PWM
501
Perigon Wealth Management
California
$988K
GAAM
502
Guinness Atkinson Asset Management
California
$985K
TMAM
503
Tokio Marine Asset Management
Japan
$982K
GIA
504
Gateway Investment Advisers
Ohio
$973K
TCPG
505
Trivant Custom Portfolio Group
California
$971K
PS
506
Principal Securities
Iowa
$969K
BEI
507
Benjamin Edwards Inc
Missouri
$964K
WWM
508
Western Wealth Management
Colorado
$961K
RBA
509
Richard Bernstein Advisors
New York
$959K
NMIMC
510
Northwestern Mutual Investment Management Company
Wisconsin
$959K
IIM
511
Ironwood Investment Management
Massachusetts
$928K
AF
512
Ally Financial
Michigan
$925K
EI
513
EFG International
$917K
RPC
514
Rossmore Private Capital
Connecticut
$902K
CL
515
CSS LLC
Illinois
$898K
NA
516
NewEdge Advisors
Louisiana
$898K
Envestnet Portfolio Solutions
517
Envestnet Portfolio Solutions
Illinois
$894K
CA
518
Clearstead Advisors
Ohio
$891K
SC
519
Scotia Capital
Ontario, Canada
$886K
HWM
520
HB Wealth Management
Georgia
$886K
ERSOT
521
Employees Retirement System of Texas
Texas
$880K
CAG
522
Cypress Advisory Group
Arizona
$866K
LIM
523
Longfellow Investment Management
Massachusetts
$857K
NRS
524
Neville Rodie & Shaw
New York
$856K
MGP
525
Metis Global Partners
California
$851K