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