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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
FHA
801
Flagship Harbor Advisors
Massachusetts
$250K
CCM
802
Coldstream Capital Management
Washington
$250K
ILI
803
Invesco LLC (Illinois)
Illinois
$248K
FM
804
Foster & Motley
Ohio
$248K
AFG
805
Atomi Financial Group
New York
$248K
PI
806
PFG Investments
New York
$248K
MAM
807
Mystic Asset Management
Rhode Island
$247K
PIP
808
Philadelphia Investment Partners
New Jersey
$246K
ICP
809
Interchange Capital Partners
Pennsylvania
$245K
DDC
810
DF Dent & Co
Maryland
$244K
FWCM
811
Ferguson Wellman Capital Management
Oregon
$244K
VCA
812
Verdence Capital Advisors
Maryland
$242K
SVWAG
813
Sound View Wealth Advisors Group
Georgia
$241K
AWM
814
AE Wealth Management
Kansas
$240K
MG
815
Marex Group
$240K
VA
816
VestGen Advisors
Illinois
$238K
FNBOO
817
First National Bank of Omaha
Nebraska
$237K
MMPW
818
Mitchell McLeod Pugh & Williams
Alabama
$237K
TH
819
TCTC Holdings
Texas
$236K
AP
820
Arlington Partners
Alabama
$235K
QWM
821
Quadcap Wealth Management
Texas
$234K
GPI
822
General Partner Inc
Pennsylvania
$233K
MWM
823
Meridian Wealth Management
Kentucky
$233K
AWM
824
Aprio Wealth Management
Georgia
$232K
KWA
825
Kingswood Wealth Advisors
California
$232K