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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
BIA
776
Bell Investment Advisors
California
$263K
VFA
777
Valeo Financial Advisors
Indiana
$262K
GDP
778
Great Diamond Partners
Maine
$262K
KA
779
Kintegral Advisory
New York
$261K
CW
780
CreativeOne Wealth
Kansas
$261K
AG
781
Ascent Group
Virginia
$260K
FNB
782
Farmers National Bank
Kentucky
$260K
IFG
783
Independent Financial Group
California
$259K
WS
784
Wedbush Securities
California
$259K
SPI
785
Strategic Planning Inc
Ohio
$258K
FIM
786
Fruth Investment Management
Texas
$258K
NB
787
Northwest Bancshares
Pennsylvania
$258K
HCM
788
Howland Capital Management
Massachusetts
$256K
AA
789
Addison Advisors
Vermont
$254K
DMBA
790
Deseret Mutual Benefit Administrators
Utah
$254K
AWM
791
Aberdeen Wealth Management
Illinois
$254K
BWAM
792
Boyd Watterson Asset Management
Ohio
$253K
ACA
793
Aptus Capital Advisors
Alabama
$252K
FCBT
794
First Citizens Bank & Trust
North Carolina
$252K
RCA
795
Resonant Capital Advisors
Wisconsin
$251K
OFA
796
Orographic Financial Advisors
Colorado
$251K
NAM
797
NorthCrest Asset Manangement
Minnesota
$251K
EI
798
Ellevest Inc
New York
$251K
FHA
799
Flagship Harbor Advisors
Massachusetts
$250K
CCM
800
Coldstream Capital Management
Washington
$250K