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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
CPG
1126
Cornerstone Planning Group
New Jersey
$6.94K
MWM
1127
Mosley Wealth Management
California
$6.89K
AWM
1128
Activest Wealth Management
Florida
$6.86K
HNW
1129
High Note Wealth
Minnesota
$6.86K
TFA
1130
Transamerica Financial Advisors
Florida
$6.63K
BFPW
1131
BOK Financial Private Wealth
Colorado
$6.17K
S
1132
Sachetta
Massachusetts
$6.17K
FRA
1133
Front Row Advisors
California
$6.17K
HPWM
1134
High Point Wealth Management
New Jersey
$6.17K
Kayne Anderson Rudnick Investment Management
1135
Kayne Anderson Rudnick Investment Management
California
$6.09K
LFA
1136
LGT Financial Advisors
Texas
$5.48K
FGAM
1137
Financial Gravity Asset Management
Texas
$5.4K
KG
1138
Kilter Group
New York
$5.4K
SSG
1139
Summit Securities Group
New York
$4.93K
MSG
1140
Main Street Group
Virginia
$4.78K
HIW
1141
Holos Integrated Wealth
Pennsylvania
$4.67K
MEG
1142
Millstone Evans Group
Colorado
$4.55K
TVWM
1143
Tower View Wealth Management
Wisconsin
$4.55K
PWA
1144
Provenance Wealth Advisors
Florida
$4.47K
CTB
1145
Country Trust Bank
Illinois
$4.24K
CFP
1146
Comprehensive Financial Planning
Pennsylvania
$4.24K
T
1147
Tidemark
California
$4.24K
OAJ
1148
Ogorek Anthony Joseph
New York
$4K
UFPG
1149
United Financial Planning Group
New York
$3.93K
PUI
1150
Purpose Unlimited Inc
$3.85K