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Otis Worldwide

1,234 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, 388 increasing their positions, 478 reducing their positions, and 162 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

32% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 162

62% less capital invested

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

Holders
1,234
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
HFM
501
Hartford Funds Management
Pennsylvania
$992K
IC
502
IEQ Capital
California
$990K
PWM
503
Perigon Wealth Management
California
$988K
GAAM
504
Guinness Atkinson Asset Management
California
$985K
TMAM
505
Tokio Marine Asset Management
Japan
$982K
GIA
506
Gateway Investment Advisers
Ohio
$973K
TCPG
507
Trivant Custom Portfolio Group
California
$971K
PS
508
Principal Securities
Iowa
$969K
BEI
509
Benjamin Edwards Inc
Missouri
$964K
WWM
510
Western Wealth Management
Colorado
$961K
RBA
511
Richard Bernstein Advisors
New York
$959K
NMIMC
512
Northwestern Mutual Investment Management Company
Wisconsin
$959K
IIM
513
Ironwood Investment Management
Massachusetts
$928K
AF
514
Ally Financial
Michigan
$925K
EI
515
EFG International
$917K
RPC
516
Rossmore Private Capital
Connecticut
$902K
CL
517
CSS LLC
Illinois
$898K
NA
518
NewEdge Advisors
Louisiana
$898K
Envestnet Portfolio Solutions
519
Envestnet Portfolio Solutions
Illinois
$894K
CA
520
Clearstead Advisors
Ohio
$891K
SC
521
Scotia Capital
Ontario, Canada
$886K
HWM
522
HB Wealth Management
Georgia
$886K
ERSOT
523
Employees Retirement System of Texas
Texas
$880K
CAG
524
Cypress Advisory Group
Arizona
$866K
LIM
525
Longfellow Investment Management
Massachusetts
$857K