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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
API
1201
Asset Planning Inc
California
$1.54K
SFAM
1202
Sawyer Falduto Asset Management
Illinois
$1.54K
AF
1203
Advisornet Financial
Minnesota
$1.54K
ACM
1204
Anfield Capital Management
California
$1.47K
RWS
1205
Retirement Wealth Solutions
Wisconsin
$1.39K
SHIM
1206
Stone House Investment Management
Pennsylvania
$1.31K
VWA
1207
Valued Wealth Advisors
Utah
$1.31K
BH
1208
Burk Holdings
Oklahoma
$1.31K
GWM
1209
Gilpin Wealth Management
Colorado
$1.23K
SFS
1210
Sunrise Financial Services
Washington
$1.16K
ACA
1211
Atlas Capital Advisors
Wyoming
$1.08K
HWA
1212
Heritage Wealth Advisors
Virginia
$1.08K
DF
1213
Dunhill Financial
United Kingdom
$1.01K
NWM
1214
Navigoe Wealth Management
California
$1K
SEP
1215
Signature Equity Partners
Ohio
$938
FC
1216
Fairscale Capital
New Hampshire
$925
GPFA
1217
Game Plan Financial Advisors
Ohio
$925
IWS
1218
Intentional Wealth Strategies
Colorado
$848
CAC
1219
Core Alternative Capital
Georgia
$694
EA
1220
Evergreen Advisors
Tennessee
$675
BIM
1221
Breakwater Investment Management
Washington
$463
OPTFSNA
1222
Old Point Trust & Financial Services N A
Virginia
$462
NRWA
1223
North Ridge Wealth Advisors
Oregon
$386
HIA
1224
HFM Investment Advisors
New Jersey
$385
NL
1225
NVWM LLC
Pennsylvania
$385