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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
CBT
1051
Crews Bank & Trust
Florida
$20.7K
KFA
1052
Kelleher Financial Advisors
New York
$19.5K
MWPCG
1053
Measured Wealth Private Client Group
New Hampshire
$19.3K
MWM
1054
Mascoma Wealth Management
New Hampshire
$19.3K
TAR
1055
Trask Adam Roland
$19.3K
GKIM
1056
GW&K Investment Management
Massachusetts
$19K
CWM
1057
Consultiva Wealth Management
Puerto Rico
$18.9K
AWA
1058
Acumen Wealth Advisors
Tennessee
$18.5K
OCWP
1059
Owl Creek Wealth Partners
Colorado
$18.5K
CPBTD
1060
Central Pacific Bank - Trust Division
Hawaii
$18.1K
Loomis, Sayles & Company
1061
Loomis, Sayles & Company
Massachusetts
$17.9K
BW
1062
Bravera Wealth
North Dakota
$17.7K
BCPWM
1063
Bradley & Co Private Wealth Management
Florida
$17.7K
GXJ
1064
Global X Japan
Japan
$17.7K
DIP
1065
DT Investment Partners
Pennsylvania
$17.5K
GSEP
1066
Golden State Equity Partners
California
$17.4K
PWA
1067
Physician Wealth Advisors
Utah
$17.3K
NFSG
1068
Newbridge Financial Services Group
Florida
$17.2K
CG
1069
Curat Global
New Hampshire
$16.7K
NRG
1070
Nemes Rush Group
Michigan
$16.7K
B
1071
Birchbrook
Maine
$16.3K
SS
1072
Sunbelt Securities
Texas
$15.7K
TCM
1073
TD Capital Management
Tennessee
$15.7K
HWP
1074
Highline Wealth Partners
California
$15.6K
BC
1075
Barrett & Company
Rhode Island
$15.4K