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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
LDB
601
Lee, Danner & Bass
Tennessee
$565K
WFA
602
Wellspring Financial Advisors
Ohio
$561K
GI
603
GAMMA Investing
California
$557K
AAM
604
AR Asset Management
California
$551K
OAM
605
Oppenheimer Asset Management
New York
$549K
KPWS
606
Kestra Private Wealth Services
Texas
$547K
FNFDCM
607
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$542K
WA
608
Waverly Advisors
Alabama
$542K
NC
609
nVerses Capital
Florida
$538K
EB
610
Eastern Bank
Massachusetts
$536K
EWM
611
Empirical Wealth Management
Washington
$531K
MWA
612
Medallion Wealth Advisors
Connecticut
$531K
SOW
613
State of Wyoming
Wyoming
$531K
RBC
614
Romano Brothers & Co
Illinois
$525K
BCWM
615
Bartlett & Co Wealth Management
Ohio
$522K
CNTOF
616
Canandaigua National Trust of Florida
New York
$520K
IGGA
617
Iron Gate Global Advisors
Utah
$511K
WA
618
Waterford Advisors
New York
$511K
CG
619
Caprock Group
Idaho
$508K
SI
620
Sava Infond
Slovenia
$501K
CRC
621
Curi RMB Capital
Illinois
$501K
1C
622
111 Capital
France
$500K
CIAM
623
Caitong International Asset Management
Hong Kong
$499K
PCM
624
Parsons Capital Management
Rhode Island
$499K
QWP
625
Quotient Wealth Partners
Texas
$497K