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