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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
KFS
1326
Keynote Financial Services
Connecticut
SCA
1327
Stonebridge Capital Advisors
Minnesota
DIA
1328
Dana Investment Advisors
Wisconsin
PAS
1329
PKS Advisory Services
New York
SFP
1330
Sterling Financial Planning
New Jersey
LIM
1331
Leavell Investment Management
Alabama
FLPIM
1332
F.L. Putnam Investment Management
Massachusetts
FCM
1333
Fieldview Capital Management
Michigan
PFS
1334
Prospera Financial Services
Texas
MPIA
1335
Mountain Pacific Investment Advisers
Idaho
PPWP
1336
Premier Path Wealth Partners
New Jersey
FTC
1337
Farmers Trust Company
Ohio
DWT
1338
Dorsey & Whitney Trust
South Dakota
PA
1339
PharVision Advisers
Florida
MCA
1340
MSH Capital Advisors
Arizona
CAM
1341
Claret Asset Management
Quebec, Canada
EFSCE
1342
Enterprise Financial Services Corp (EFSC)
Missouri
LWPC
1343
Legacy Wealth Partners (Colorado)
Colorado
CA
1344
Capital Advantage
California
SL
1345
Sentry LLC
Tennessee
LI
1346
LMCG Investments
Massachusetts
DAS
1347
Dynamic Advisor Solutions
Arizona
SIG
1348
Sky Investment Group
Connecticut
SAI
1349
Savvy Advisors Inc
New York
DCM
1350
Donaldson Capital Management
Indiana