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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
BFIM
726
Beese Fulmer Investment Management
Ohio
$314K
VAS
727
Vestmark Advisory Solutions
Massachusetts
$310K
WDA
728
Wendell David Associates
New Hampshire
$310K
KIA
729
Knollwood Investment Advisory
Maryland
$309K
PF
730
Phoenix Financial
Israel
$308K
HIP
731
HUB Investment Partners
Texas
$307K
HPCM
732
Hunter Perkins Capital Management
Illinois
$307K
HSA
733
HBK Sorce Advisory
Pennsylvania
$307K
HW
734
Hancock Whitney
Mississippi
$305K
SCM
735
Sage Capital Management
New Jersey
$303K
1SB
736
1ST Source Bank
Indiana
$302K
PP
737
Patten & Patten
Tennessee
$302K
RWM
738
Rialto Wealth Management
New York
$301K
GC
739
Guggenheim Capital
Illinois
$300K
VSQM
740
V-Square Quantitative Management
Illinois
$300K
RCM
741
Radnor Capital Management
Pennsylvania
$300K
SCM
742
Shelton Capital Management
Colorado
$298K
WBC
743
Westpac Banking Corp
Australia
$297K
RC
744
Rexford Capital
Texas
$297K
FWTB
745
First Western Trust Bank
Colorado
$295K
AP
746
Atwood & Palmer
Missouri
$295K
PTC
747
Philadelphia Trust Company
Pennsylvania
$294K
BHWM
748
Bar Harbor Wealth Management
New Hampshire
$292K
SFG
749
Sovereign Financial Group
Connecticut
$292K
RIL
750
Rothschild Investment LLC
Illinois
$291K