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