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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
VWA
1126
VSM Wealth Advisory
Maryland
$7.71K
YP
1127
YANKCOM Partnership
South Dakota
$7.71K
CFM
1128
Cornerstone Financial Management
Massachusetts
$7.55K
CPG
1129
Cornerstone Planning Group
New Jersey
$6.94K
MWM
1130
Mosley Wealth Management
California
$6.89K
AWM
1131
Activest Wealth Management
Florida
$6.86K
HNW
1132
High Note Wealth
Minnesota
$6.86K
TFA
1133
Transamerica Financial Advisors
Florida
$6.63K
BFPW
1134
BOK Financial Private Wealth
Colorado
$6.17K
S
1135
Sachetta
Massachusetts
$6.17K
FRA
1136
Front Row Advisors
California
$6.17K
HPWM
1137
High Point Wealth Management
New Jersey
$6.17K
Kayne Anderson Rudnick Investment Management
1138
Kayne Anderson Rudnick Investment Management
California
$6.09K
LFA
1139
LGT Financial Advisors
Texas
$5.48K
FGAM
1140
Financial Gravity Asset Management
Texas
$5.4K
KG
1141
Kilter Group
New York
$5.4K
SSG
1142
Summit Securities Group
New York
$4.93K
MSG
1143
Main Street Group
Virginia
$4.78K
HIW
1144
Holos Integrated Wealth
Pennsylvania
$4.67K
MEG
1145
Millstone Evans Group
Colorado
$4.55K
TVWM
1146
Tower View Wealth Management
Wisconsin
$4.55K
PWA
1147
Provenance Wealth Advisors
Florida
$4.47K
CFP
1148
Comprehensive Financial Planning
Pennsylvania
$4.24K
CTB
1149
Country Trust Bank
Illinois
$4.24K
T
1150
Tidemark
California
$4.24K