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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
BMO
701
Beck Mack & Oliver
New York
$353K
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$352K
QL
703
Quarry LP
New York
$352K
PWAM
704
Private Wealth Asset Management
Iowa
$349K
EHC
705
Everett Harris & Co
California
$348K
CCA
706
Checchi Capital Advisers
California
$346K
MC
707
Moors & Cabot
Massachusetts
$342K
EM
708
Excalibur Management
Massachusetts
$339K
AC
709
Apella Capital
Connecticut
$338K
AA
710
ABC Arbitrage
France
$336K
WT
711
Washington Trust
Rhode Island
$333K
DMC
712
Drexel Morgan & Co
Pennsylvania
$331K
FMI
713
Frec Markets Inc
California
$330K
FFA
714
Fortune Financial Advisors
Kansas
$330K
PCM
715
Pointe Capital Management
Michigan
$324K
PCIA
716
Prime Capital Investment Advisors
Kansas
$323K
EWA
717
Exencial Wealth Advisors
Oklahoma
$323K
TBT
718
Texas Bank & Trust
Texas
$320K
OCA
719
OpenArc Corporate Advisory
Georgia
$320K
SWM
720
Shakespeare Wealth Management
Wisconsin
$319K
MGIA
721
Moneta Group Investment Advisors
Missouri
$319K
RWM
722
Ritholtz Wealth Management
New York
$318K
S
723
SignatureFD
Georgia
$316K
BFIM
724
Beese Fulmer Investment Management
Ohio
$314K
VAS
725
Vestmark Advisory Solutions
Massachusetts
$310K