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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
FCH
676
Freestone Capital Holdings
Washington
$398K
YIH
677
Y-Intercept (HK)
Hong Kong
$398K
GWP
678
Gateway Wealth Partners
Wisconsin
$397K
ISL
679
Ingalls & Snyder LLC
New York
$397K
ASN
680
Advisory Services Network
Georgia
$394K
CSP
681
Cary Street Partners
Virginia
$394K
MM
682
MQS Management
New York
$390K
RCAG
683
Rehmann Capital Advisory Group
Michigan
$390K
MYIA
684
Mount Yale Investment Advisors
Colorado
$389K
SCM
685
Sterneck Capital Management
Missouri
$388K
IAA
686
Independent Advisor Alliance
North Carolina
$385K
LP
687
LMR Partners
United Kingdom
$381K
KWM
688
Kingsview Wealth Management
Oregon
$381K
GC
689
Grimes & Company
Massachusetts
$381K
TAM
690
Tocqueville Asset Management
New York
$378K
IAS
691
Investment Advisory Services
Texas
$377K
GPA
692
Garrison Point Advisors
California
$376K
BTWM
693
Baker Tilly Wealth Management
Wisconsin
$375K
TCIIS
694
TIAA-CREF Individual & Institutional Services
New York
$375K
FTWA
695
Fifth Third Wealth Advisors
Ohio
$367K
MA
696
Montag & Associates
Georgia
$366K
BWP
697
Burling Wealth Partners
Illinois
$363K
CI
698
CX Institutional
Indiana
$360K
VIM
699
Vancity Investment Management
British Columbia, Canada
$360K
CWP
700
Core Wealth Partners
California
$360K