We are live on ! Find out more
OTIS icon

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
QC
976
Quent Capital
New York
$54.8K
MSFP
977
Mark Sheptoff Financial Planning
Connecticut
$54.7K
OC
978
Oakmont Corp
California
$54.3K
FLP
979
Financial Life Planners
Arizona
$54.2K
APW
980
Aventura Private Wealth
Florida
$54.1K
ZBNA
981
Zions Bancorporation, National Association
Utah
$52.3K
ITIM
982
Indiana Trust & Investment Management
Indiana
$52.1K
CA
983
CoreCap Advisors
Michigan
$51.5K
APW
984
Acima Private Wealth
Virginia
$50.1K
WETS
985
Wealth Enhancement Trust Services
South Dakota
$49.9K
CFFP
986
Center for Financial Planning
Michigan
$48.9K
CB
987
Community Bank
New York
$48.9K
CSB
988
City State Bank
Iowa
$48.1K
BW
989
Basepoint Wealth
Iowa
$47.9K
DFA
990
DHJJ Financial Advisors
Illinois
$47.8K
TFIPS
991
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.8K
SIM
992
Synergy Investment Management
Florida
$47.7K
RAM
993
Ramirez Asset Management
New York
$46.2K
SS
994
SBI Securities
Japan
$46K
SMBT
995
Southern Michigan Bank & Trust
Michigan
$45.9K
BONH
996
Bank of New Hampshire
New Hampshire
$44.6K
KFI
997
Key Financial Inc
Pennsylvania
$44.6K
FCAS
998
First Command Advisory Services
Texas
$44.3K
CAM
999
Chesapeake Asset Management
New York
$42.4K
TWD
1000
True Wealth Design
Ohio
$42.4K