We are live on ! Find out more
OTIS icon

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
NRS
526
Neville Rodie & Shaw
New York
$856K
MGP
527
Metis Global Partners
California
$851K
MK
528
MASTERINVEST Kapitalanlage
$842K
HP
529
Holowesko Partners
Bahamas
$840K
MSA
530
MUFG Securities Americas
New York
$829K
TSWM
531
Triangle Securities Wealth Management
North Carolina
$824K
PWP
532
Principle Wealth Partners
Connecticut
$823K
BFG
533
Bleakley Financial Group
New Jersey
$814K
SAM
534
Securian Asset Management
Minnesota
$809K
UCFA
535
United Capital Financial Advisors
Texas
$803K
KRSITF
536
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$802K
ATC
537
Argent Trust Co
Tennessee
$785K
LAIC
538
Lederer & Associates Investment Counsel
California
$784K
MLL
539
Moody Lynn & Lieberson
Massachusetts
$782K
ETC
540
Exchange Traded Concepts
Oklahoma
$778K
OAM
541
Oxford Asset Management
United Kingdom
$776K
AAM
542
Advisors Asset Management
Colorado
$774K
SCTC
543
Sanibel Captiva Trust Company
Florida
$771K
IWC
544
Integrated Wealth Concepts
Massachusetts
$766K
GAM
545
Groupama Asset Management
France
$759K
AWM
546
Apollon Wealth Management
South Carolina
$758K
P
547
&Partners
Tennessee
$755K
SCA
548
Snowden Capital Advisors
New York
$755K
AWP
549
Ascent Wealth Partners
New York
$752K
CFG
550
Cooper Financial Group
California
$751K