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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
NEWAS
1151
N.E.W. Advisory Services
Wisconsin
$3.85K
MAFA
1152
MJT & Associates Financial Advisory
Minnesota
$3.78K
BGAI
1153
Bruce G. Allen Investments
Colorado
$3.62K
AP
1154
Aspect Partners
Virginia
$3.62K
WA
1155
Westfuller Advisors
New York
$3.59K
HI
1156
Hoey Investments
Pennsylvania
$3.55K
PWMG
1157
Private Wealth Management Group
New Jersey
$3.55K
STB
1158
S&T Bank
Pennsylvania
$3.47K
ME
1159
McIlrath & Eck
Washington
$3.47K
LWM
1160
Lodestone Wealth Management
Washington
$3.31K
YDMI
1161
Y.D. More Investments
Israel
$3.27K
BHWM
1162
Bay Harbor Wealth Management
Maryland
$3.16K
AW
1163
Ankerstar Wealth
Texas
$3.08K
PFSC
1164
Peoples Financial Services Corp
Pennsylvania
$3.08K
AW
1165
Avion Wealth
Texas
$3K
FGA
1166
Fortis Group Advisors
New Jersey
$2.93K
AF
1167
Abound Financial
California
$2.85K
GWS
1168
Greykasell Wealth Strategies
California
$2.7K
TM
1169
Torren Management
California
$2.64K
BWL
1170
Bogart Wealth LLC
Virginia
$2.62K
SL
1171
Salomon & Ludwin
Virginia
$2.57K
WCM
1172
Westend Capital Management
California
$2.54K
HAP
1173
Harbor Asset Planning
Massachusetts
$2.48K
DSC
1174
Duncker Streett & Co
Missouri
$2.47K
GK
1175
Graney & King
New York
$2.42K