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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
ACM
1201
Anfield Capital Management
California
$1.47K
RWS
1202
Retirement Wealth Solutions
Wisconsin
$1.39K
SHIM
1203
Stone House Investment Management
Pennsylvania
$1.31K
VWA
1204
Valued Wealth Advisors
Utah
$1.31K
BH
1205
Burk Holdings
Oklahoma
$1.31K
GWM
1206
Gilpin Wealth Management
Colorado
$1.23K
SFS
1207
Sunrise Financial Services
Washington
$1.16K
ACA
1208
Atlas Capital Advisors
Wyoming
$1.08K
HWA
1209
Heritage Wealth Advisors
Virginia
$1.08K
DF
1210
Dunhill Financial
United Kingdom
$1.01K
NWM
1211
Navigoe Wealth Management
California
$1K
SEP
1212
Signature Equity Partners
Ohio
$938
GPFA
1213
Game Plan Financial Advisors
Ohio
$925
FC
1214
Fairscale Capital
New Hampshire
$925
IWS
1215
Intentional Wealth Strategies
Colorado
$848
CAC
1216
Core Alternative Capital
Georgia
$694
EA
1217
Evergreen Advisors
Tennessee
$675
BIM
1218
Breakwater Investment Management
Washington
$463
OPTFSNA
1219
Old Point Trust & Financial Services N A
Virginia
$462
NRWA
1220
North Ridge Wealth Advisors
Oregon
$386
HIA
1221
HFM Investment Advisors
New Jersey
$385
NL
1222
NVWM LLC
Pennsylvania
$385
TWM
1223
TopTier Wealth Management
Wisconsin
$385
BHWM
1224
Beaird Harris Wealth Management
Texas
$357
SA
1225
Seneschal Advisors
Washington
$309