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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
CFSG
1001
Community Financial Services Group
Vermont
$41.5K
WSFG
1002
Wall Street Financial Group
Illinois
$41.5K
WA
1003
WPG Advisers
Maryland
$40.1K
QWM
1004
Quaker Wealth Management
New Jersey
$39.4K
TFA
1005
Toth Financial Advisory
Virginia
$38.5K
HNB
1006
Hilltop National Bank
Wyoming
$38.5K
CCMW
1007
Cypress Capital Management (Wyoming)
Wyoming
$38.5K
PWPS
1008
Pinnacle Wealth Planning Services
Ohio
$37.9K
NS
1009
NBC Securities
Alabama
$37.3K
CFD
1010
Creative Financial Designs
Indiana
$36.8K
GCM
1011
Gables Capital Management
Florida
$36.6K
CBT
1012
CoreFirst Bank & Trust
Kansas
$36.5K
FWA
1013
Flagship Wealth Advisors
Massachusetts
$36.4K
CAL
1014
Capital Advisors Ltd
Ohio
$36K
JGIA
1015
Jackson Grant Investment Advisers
Connecticut
$35.9K
MA
1016
MCF Advisors
Kentucky
$32.5K
MIM
1017
MTM Investment Management
South Carolina
$31.4K
IBOK
1018
Independence Bank of Kentucky
Kentucky
$30.9K
FNWA
1019
Financial Network Wealth Advisors
Utah
$30.8K
WSCM
1020
Wellington Shields Capital Management
New York
$30.8K
BCM
1021
Boreal Capital Management
Florida
$30.8K
MSWM
1022
Mowery & Schoenfeld Wealth Management
Illinois
$30.5K
MB
1023
MidFirst Bank
Oklahoma
$30.5K
TFM
1024
TFC Financial Management
Massachusetts
$29.8K
VR
1025
Vision Retirement
New Jersey
$29.1K