We are live on ! Find out more
OTIS icon

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
SL
1301
Sentinus LLC
Illinois
FFM
1302
Forum Financial Management
Illinois
RC
1303
Roundview Capital
New Jersey
TBA
1304
Tower Bridge Advisors
Pennsylvania
LS
1305
Livforsakringsbolaget Skandia
Sweden
TW
1306
TritonPoint Wealth
Maryland
MF
1307
Magnetar Financial
Illinois
WCP
1308
Wick Capital Partners
Pennsylvania
TCM
1309
Teza Capital Management
Illinois
AWM
1310
Axxcess Wealth Management
California
HCM
1311
Howard Capital Management
Georgia
MWM
1312
Mission Wealth Management
California
LBC
1313
Lowe Brockenbrough & Co
Virginia
MP
1314
McDonald Partners
Ohio
FFM
1315
Fullerton Fund Management
Singapore
RWP
1316
RWA Wealth Partners
Massachusetts
MWM
1317
Maridea Wealth Management
New York
LWANC
1318
Laurel Wealth Advisors (North Carolina)
North Carolina
BSI
1319
Bennett Selby Investments
Maine
PFA
1320
Pure Financial Advisors
California
NGA
1321
Naples Global Advisors
Florida
CC
1322
Courier Capital
New York
SMCM
1323
Sky-Mountain Capital Management
Idaho
FCMC
1324
Founders Capital Management (Connecticut)
Connecticut
ESB
1325
Essex Savings Bank
Connecticut