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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
WDA
726
Wendell David Associates
New Hampshire
$310K
KIA
727
Knollwood Investment Advisory
Maryland
$309K
PF
728
Phoenix Financial
Israel
$308K
HIP
729
HUB Investment Partners
Texas
$307K
HPCM
730
Hunter Perkins Capital Management
Illinois
$307K
HSA
731
HBK Sorce Advisory
Pennsylvania
$307K
HW
732
Hancock Whitney
Mississippi
$305K
SCM
733
Sage Capital Management
New Jersey
$303K
1SB
734
1ST Source Bank
Indiana
$302K
PP
735
Patten & Patten
Tennessee
$302K
RWM
736
Rialto Wealth Management
New York
$301K
GC
737
Guggenheim Capital
Illinois
$300K
VSQM
738
V-Square Quantitative Management
Illinois
$300K
RCM
739
Radnor Capital Management
Pennsylvania
$300K
SCM
740
Shelton Capital Management
Colorado
$298K
WBC
741
Westpac Banking Corp
Australia
$297K
RC
742
Rexford Capital
Texas
$297K
FWTB
743
First Western Trust Bank
Colorado
$295K
AP
744
Atwood & Palmer
Missouri
$295K
PTC
745
Philadelphia Trust Company
Pennsylvania
$294K
BHWM
746
Bar Harbor Wealth Management
New Hampshire
$292K
SFG
747
Sovereign Financial Group
Connecticut
$292K
RIL
748
Rothschild Investment LLC
Illinois
$291K
KCM
749
Kathmere Capital Management
Pennsylvania
$291K
BPAMU
750
BTG Pactual Asset Management US
New York
$291K