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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
FCAS
1001
First Command Advisory Services
Texas
$44.3K
CAM
1002
Chesapeake Asset Management
New York
$42.4K
TWD
1003
True Wealth Design
Ohio
$42.4K
CFSG
1004
Community Financial Services Group
Vermont
$41.5K
WSFG
1005
Wall Street Financial Group
Illinois
$41.5K
WA
1006
WPG Advisers
Maryland
$40.1K
QWM
1007
Quaker Wealth Management
New Jersey
$39.4K
TFA
1008
Toth Financial Advisory
Virginia
$38.5K
HNB
1009
Hilltop National Bank
Wyoming
$38.5K
CCMW
1010
Cypress Capital Management (Wyoming)
Wyoming
$38.5K
PWPS
1011
Pinnacle Wealth Planning Services
Ohio
$37.9K
NS
1012
NBC Securities
Alabama
$37.3K
CFD
1013
Creative Financial Designs
Indiana
$36.8K
GCM
1014
Gables Capital Management
Florida
$36.6K
CBT
1015
CoreFirst Bank & Trust
Kansas
$36.5K
FWA
1016
Flagship Wealth Advisors
Massachusetts
$36.4K
CAL
1017
Capital Advisors Ltd
Ohio
$36K
JGIA
1018
Jackson Grant Investment Advisers
Connecticut
$35.9K
MA
1019
MCF Advisors
Kentucky
$32.5K
MIM
1020
MTM Investment Management
South Carolina
$31.4K
IBOK
1021
Independence Bank of Kentucky
Kentucky
$30.9K
FNWA
1022
Financial Network Wealth Advisors
Utah
$30.8K
BCM
1023
Boreal Capital Management
Florida
$30.8K
WSCM
1024
Wellington Shields Capital Management
New York
$30.8K
MSWM
1025
Mowery & Schoenfeld Wealth Management
Illinois
$30.5K