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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
BL
826
Bleichroeder LP
New York
$231K
TIA
827
Tiemann Investment Advisors
California
$231K
HBW
828
Hazlett, Burt & Watson
West Virginia
$231K
BCM
829
Becker Capital Management
Oregon
$231K
BFO
830
Boston Family Office
Massachusetts
$229K
LWCFA
831
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K
AO
832
Advisor OS
Illinois
$228K
DJSG
833
D.J. St. Germain
Massachusetts
$225K
SWMP
834
Signature Wealth Management Partners
New Jersey
$224K
GI
835
GAMCO Investors
Connecticut
$224K
BF
836
BOK Financial
Oklahoma
$223K
JC
837
JM2 Capital
Oklahoma
$223K
FCM
838
Fourpath Capital Management
Oklahoma
$222K
RYIA
839
Roehl & Yi Investment Advisors
Oregon
$220K
PFM
840
Patton Fund Management
Texas
$220K
JTF
841
J. Team Financial
Texas
$219K
SAM
842
S.A. Mason
Michigan
$217K
IA
843
Integrity Alliance
Iowa
$217K
JMFC
844
J.M. Forbes & Co
Massachusetts
$216K
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$216K
LT
846
Legacy Trust
Michigan
$216K
AC
847
AlphaCore Capital
California
$215K
SRL
848
Scientech Research LLC
New Jersey
$215K
Bank Julius Baer & Co
849
Bank Julius Baer & Co
Switzerland
$214K
CT
850
Caldwell Trust
Florida
$214K