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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
MB
1026
MidFirst Bank
Oklahoma
$30.5K
TFM
1027
TFC Financial Management
Massachusetts
$29.8K
VR
1028
Vision Retirement
New Jersey
$29.1K
OCM
1029
Orion Capital Management
California
$28.9K
KFAS
1030
Keating Financial Advisory Services
Kansas
$28.8K
PB
1031
Pinnacle Bancorp
Nebraska
$28.6K
JWA
1032
JFS Wealth Advisors
Pennsylvania
$28.5K
MFP
1033
Meramec Financial Planners
Missouri
$27.9K
MMG
1034
Monetary Management Group
Missouri
$27.7K
AWM
1035
Abound Wealth Management
Tennessee
$27.2K
PAG
1036
Paladin Advisory Group
Iowa
$27.2K
M
1037
MOTCO
Texas
$26.6K
FFO
1038
Fortitude Family Office
Arizona
$26.4K
ACA
1039
American Capital Advisory
Idaho
$26.4K
WIM
1040
Westside Investment Management
California
$26.2K
OC
1041
Oakworth Capital
Alabama
$25.4K
VNA
1042
Valley National Advisers
Pennsylvania
$24K
UCB
1043
United Community Bank
South Carolina
$23.5K
JFA
1044
JNBA Financial Advisors
Minnesota
$23.4K
HRC
1045
Hoertkorn Richard Charles
$23.1K
BOTPPF
1046
Board of the Pension Protection Fund
United Kingdom
$23.1K
OSNBOA
1047
Old Second National Bank of Aurora
Illinois
$23.1K
MTIC
1048
Missouri Trust & Investment Company
Missouri
$22.7K
EP
1049
Essential Partners
California
$22.7K
PWMG
1050
Prestige Wealth Management Group
New Jersey
$22.6K