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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
OCM
1026
Orion Capital Management
California
$28.9K
KFAS
1027
Keating Financial Advisory Services
Kansas
$28.8K
PB
1028
Pinnacle Bancorp
Nebraska
$28.6K
JWA
1029
JFS Wealth Advisors
Pennsylvania
$28.5K
MFP
1030
Meramec Financial Planners
Missouri
$27.9K
MMG
1031
Monetary Management Group
Missouri
$27.7K
AWM
1032
Abound Wealth Management
Tennessee
$27.2K
PAG
1033
Paladin Advisory Group
Iowa
$27.2K
M
1034
MOTCO
Texas
$26.6K
FFO
1035
Fortitude Family Office
Arizona
$26.4K
ACA
1036
American Capital Advisory
Idaho
$26.4K
WIM
1037
Westside Investment Management
California
$26.2K
OC
1038
Oakworth Capital
Alabama
$25.4K
VNA
1039
Valley National Advisers
Pennsylvania
$24K
UCB
1040
United Community Bank
South Carolina
$23.5K
JFA
1041
JNBA Financial Advisors
Minnesota
$23.4K
HRC
1042
Hoertkorn Richard Charles
$23.1K
BOTPPF
1043
Board of the Pension Protection Fund
United Kingdom
$23.1K
OSNBOA
1044
Old Second National Bank of Aurora
Illinois
$23.1K
MTIC
1045
Missouri Trust & Investment Company
Missouri
$22.7K
EP
1046
Essential Partners
California
$22.7K
PWMG
1047
Prestige Wealth Management Group
New Jersey
$22.6K
IRAG
1048
Investment Research & Advisory Group
Georgia
$22.4K
GSWM
1049
Golden State Wealth Management
California
$22.3K
FUBT
1050
First United Bank & Trust
Maryland
$21.2K