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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
CFO
676
Callan Family Office
Pennsylvania
$400K
EAM
677
Eventide Asset Management
Massachusetts
$399K
FCH
678
Freestone Capital Holdings
Washington
$398K
YIH
679
Y-Intercept (HK)
Hong Kong
$398K
GWP
680
Gateway Wealth Partners
Wisconsin
$397K
ISL
681
Ingalls & Snyder LLC
New York
$397K
ASN
682
Advisory Services Network
Georgia
$394K
CSP
683
Cary Street Partners
Virginia
$394K
MM
684
MQS Management
New York
$390K
RCAG
685
Rehmann Capital Advisory Group
Michigan
$390K
MYIA
686
Mount Yale Investment Advisors
Colorado
$389K
SCM
687
Sterneck Capital Management
Missouri
$388K
IAA
688
Independent Advisor Alliance
North Carolina
$385K
LP
689
LMR Partners
United Kingdom
$381K
KWM
690
Kingsview Wealth Management
Oregon
$381K
GC
691
Grimes & Company
Massachusetts
$381K
TAM
692
Tocqueville Asset Management
New York
$378K
IAS
693
Investment Advisory Services
Texas
$377K
GPA
694
Garrison Point Advisors
California
$376K
BTWM
695
Baker Tilly Wealth Management
Wisconsin
$375K
TCIIS
696
TIAA-CREF Individual & Institutional Services
New York
$375K
FTWA
697
Fifth Third Wealth Advisors
Ohio
$367K
MA
698
Montag & Associates
Georgia
$366K
BWP
699
Burling Wealth Partners
Illinois
$363K
CI
700
CX Institutional
Indiana
$360K