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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
FFA
1101
Frazier Financial Advisors
Ohio
$10.8K
SWM
1102
SHP Wealth Management
Massachusetts
$10.7K
AAG
1103
Armstrong Advisory Group
Massachusetts
$10.6K
FCT
1104
First Community Trust
Iowa
$10.5K
CYG
1105
Clean Yield Group
Vermont
$10.3K
WAG
1106
Wilkerson Advisory Group
Missouri
$10.1K
JWM
1107
JPL Wealth Management
Colorado
$9.94K
SIC
1108
SJS Investment Consulting
Ohio
$9.87K
PMFA
1109
Plante Moran Financial Advisors
Michigan
$9.78K
WA
1110
Whipplewood Advisors
Colorado
$9.48K
CCM
1111
Chilton Capital Management
Texas
$9.17K
SN
1112
Sittner & Nelson
Oregon
$9.1K
TSMHT
1113
Thurston Springer Miller Herd & Titak
Indiana
$8.98K
DCM
1114
Dorato Capital Management
Colorado
$8.75K
CFS
1115
CGC Financial Services
Oregon
$8.48K
MHR
1116
Matthew Hamilton Rosenberg
$8.25K
SR
1117
Swiss Re
Switzerland
$8.02K
CFG
1118
CKW Financial Group
Hawaii
$8K
LC
1119
Lavaca Capital
Texas
$7.71K
YP
1120
YANKCOM Partnership
South Dakota
$7.71K
CIAS
1121
CBIZ Investment Advisory Services
Ohio
$7.71K
GWSA
1122
Global Wealth Strategies & Associates
Colorado
$7.71K
VWA
1123
VSM Wealth Advisory
Maryland
$7.71K
KTC
1124
Kentucky Trust Company
Kentucky
$7.71K
CFM
1125
Cornerstone Financial Management
Massachusetts
$7.55K