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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
VIM
701
Vancity Investment Management
British Columbia, Canada
$360K
CWP
702
Core Wealth Partners
California
$360K
BMO
703
Beck Mack & Oliver
New York
$353K
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$352K
QL
705
Quarry LP
New York
$352K
PWAM
706
Private Wealth Asset Management
Iowa
$349K
EHC
707
Everett Harris & Co
California
$348K
CCA
708
Checchi Capital Advisers
California
$346K
MC
709
Moors & Cabot
Massachusetts
$342K
EM
710
Excalibur Management
Massachusetts
$339K
AC
711
Apella Capital
Connecticut
$338K
AA
712
ABC Arbitrage
France
$336K
WT
713
Washington Trust
Rhode Island
$333K
DMC
714
Drexel Morgan & Co
Pennsylvania
$331K
FMI
715
Frec Markets Inc
California
$330K
FFA
716
Fortune Financial Advisors
Kansas
$330K
PCM
717
Pointe Capital Management
Michigan
$324K
PCIA
718
Prime Capital Investment Advisors
Kansas
$323K
EWA
719
Exencial Wealth Advisors
Oklahoma
$323K
TBT
720
Texas Bank & Trust
Texas
$320K
OCA
721
OpenArc Corporate Advisory
Georgia
$320K
SWM
722
Shakespeare Wealth Management
Wisconsin
$319K
MGIA
723
Moneta Group Investment Advisors
Missouri
$319K
RWM
724
Ritholtz Wealth Management
New York
$318K
S
725
SignatureFD
Georgia
$316K