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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
MK
526
MASTERINVEST Kapitalanlage
$842K
HP
527
Holowesko Partners
Bahamas
$840K
MSA
528
MUFG Securities Americas
New York
$829K
TSWM
529
Triangle Securities Wealth Management
North Carolina
$824K
PWP
530
Principle Wealth Partners
Connecticut
$823K
BFG
531
Bleakley Financial Group
New Jersey
$814K
SAM
532
Securian Asset Management
Minnesota
$809K
UCFA
533
United Capital Financial Advisors
Texas
$803K
KRSITF
534
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$802K
ATC
535
Argent Trust Co
Tennessee
$785K
LAIC
536
Lederer & Associates Investment Counsel
California
$784K
MLL
537
Moody Lynn & Lieberson
Massachusetts
$782K
ETC
538
Exchange Traded Concepts
Oklahoma
$778K
OAM
539
Oxford Asset Management
United Kingdom
$776K
AAM
540
Advisors Asset Management
Colorado
$774K
SCTC
541
Sanibel Captiva Trust Company
Florida
$771K
IWC
542
Integrated Wealth Concepts
Massachusetts
$766K
GAM
543
Groupama Asset Management
France
$759K
AWM
544
Apollon Wealth Management
South Carolina
$758K
P
545
&Partners
Tennessee
$755K
SCA
546
Snowden Capital Advisors
New York
$755K
AWP
547
Ascent Wealth Partners
New York
$752K
CFG
548
Cooper Financial Group
California
$751K
FMWA
549
Forvis Mazars Wealth Advisors
Missouri
$751K
TCA
550
Transcend Capital Advisors
New Jersey
$744K