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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
ILI
801
Invesco LLC (Illinois)
Illinois
$248K
FM
802
Foster & Motley
Ohio
$248K
AFG
803
Atomi Financial Group
New York
$248K
PI
804
PFG Investments
New York
$248K
MAM
805
Mystic Asset Management
Rhode Island
$247K
PIP
806
Philadelphia Investment Partners
New Jersey
$246K
ICP
807
Interchange Capital Partners
Pennsylvania
$245K
DDC
808
DF Dent & Co
Maryland
$244K
FWCM
809
Ferguson Wellman Capital Management
Oregon
$244K
VCA
810
Verdence Capital Advisors
Maryland
$242K
SVWAG
811
Sound View Wealth Advisors Group
Georgia
$241K
AWM
812
AE Wealth Management
Kansas
$240K
MG
813
Marex Group
$240K
VA
814
VestGen Advisors
Illinois
$238K
FNBOO
815
First National Bank of Omaha
Nebraska
$237K
MMPW
816
Mitchell McLeod Pugh & Williams
Alabama
$237K
TH
817
TCTC Holdings
Texas
$236K
AP
818
Arlington Partners
Alabama
$235K
QWM
819
Quadcap Wealth Management
Texas
$234K
GPI
820
General Partner Inc
Pennsylvania
$233K
MWM
821
Meridian Wealth Management
Kentucky
$233K
AWM
822
Aprio Wealth Management
Georgia
$232K
KWA
823
Kingswood Wealth Advisors
California
$232K
SFM
824
Systematic Financial Management
New Jersey
$231K
SLT
825
St Louis Trust
Missouri
$231K