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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
GI
601
GAMMA Investing
California
$557K
AAM
602
AR Asset Management
California
$551K
OAM
603
Oppenheimer Asset Management
New York
$549K
KPWS
604
Kestra Private Wealth Services
Texas
$547K
FNFDCM
605
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$542K
WA
606
Waverly Advisors
Alabama
$542K
NC
607
nVerses Capital
Florida
$538K
EB
608
Eastern Bank
Massachusetts
$536K
EWM
609
Empirical Wealth Management
Washington
$531K
MWA
610
Medallion Wealth Advisors
Connecticut
$531K
SOW
611
State of Wyoming
Wyoming
$531K
RBC
612
Romano Brothers & Co
Illinois
$525K
BCWM
613
Bartlett & Co Wealth Management
Ohio
$522K
CNTOF
614
Canandaigua National Trust of Florida
New York
$520K
IGGA
615
Iron Gate Global Advisors
Utah
$511K
WA
616
Waterford Advisors
New York
$511K
CG
617
Caprock Group
Idaho
$508K
SI
618
Sava Infond
Slovenia
$501K
CRC
619
Curi RMB Capital
Illinois
$501K
1C
620
111 Capital
France
$500K
CIAM
621
Caitong International Asset Management
Hong Kong
$499K
PCM
622
Parsons Capital Management
Rhode Island
$499K
QWP
623
Quotient Wealth Partners
Texas
$497K
TG
624
TCW Group
California
$495K
MHIC
625
Marble Harbor Investment Counsel
Massachusetts
$494K