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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
WAM
1276
Werlinich Asset Management
Connecticut
VT
1277
Volterra Technologies
New York
CIA
1278
Caerus Investment Advisors
Texas
LA
1279
LBP AM
France
SG
1280
StoneX Group
New York
COI
1281
Connable Office Inc
Michigan
CFG
1282
Citizens Financial Group
Rhode Island
NW
1283
NewEdge Wealth
Pennsylvania
CPIG
1284
Chicago Partners Investment Group
Illinois
EPW
1285
Evolve Private Wealth
California
VBCG
1286
Valley Brook Capital Group
Pennsylvania
HH
1287
Hilltop Holdings
Texas
RSWM
1288
Robertson Stephens Wealth Management
California
GS
1289
GTS Securities
New York
Luther King Capital Management (LKCM)
1290
Luther King Capital Management (LKCM)
Texas
BTW
1291
Boston Trust Walden
Massachusetts
DS
1292
DRW Securities
Illinois
WANY
1293
Wealthspire Advisors (New York)
New York
MFS
1294
Miller Financial Services
Michigan
PPW
1295
Parcion Private Wealth
Washington
DWM
1296
Defined Wealth Management
Oregon
MMA
1297
Miracle Mile Advisors
California
BRWA
1298
B. Riley Wealth Advisors
Florida
RA
1299
Riversedge Advisors
Delaware
SMA
1300
Sage Mountain Advisors
Georgia