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