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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
AMIM
851
Aull & Monroe Investment Management
Alabama
$214K
HI
852
Harbour Investments
Wisconsin
$213K
HWMO
853
Heritage Wealth Management (Ohio)
Ohio
$213K
KOMWMG
854
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$213K
CWM
855
Calamos Wealth Management
Illinois
$213K
GVAG
856
Great Valley Advisor Group
Delaware
$213K
USCWA
857
U.S. Capital Wealth Advisors
Texas
$213K
EC
858
EntryPoint Capital
New York
$211K
CT
859
Chicago Trust
Illinois
$209K
VEM
860
Vann Equity Management
Texas
$209K
KIA
861
Kraematon Investment Advisors
Massachusetts
$208K
CWP
862
Cyndeo Wealth Partners
Florida
$207K
CT
863
Colonial Trust
South Carolina
$207K
OP
864
Oslo Pensjonsforsikring
$207K
EWA
865
Eagle Wealth Advisors
Connecticut
$207K
IWM
866
IHT Wealth Management
Illinois
$207K
LCM
867
LCM Capital Management
Illinois
$206K
FAFN
868
First Affirmative Financial Network
Colorado
$205K
FPAS
869
Focus Partners Advisor Solutions
Missouri
$205K
AA
870
Ancora Advisors
Ohio
$205K
CI
871
Corient IA
Florida
$205K
COCM
872
Charter Oak Capital Management
New Hampshire
$205K
NAM
873
NTV Asset Management
West Virginia
$204K
MCM
874
Mengis Capital Management
Oregon
$204K
BHBT
875
Burke & Herbert Bank & Trust
Virginia
$204K