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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
DLA
1351
Douglas Lane & Associates
New York
FWP
1352
FAS Wealth Partners
Kansas
IWA
1353
Icon Wealth Advisors
Texas
DAS
1354
Diversify Advisory Services
Utah
SIM
1355
Sentry Investment Management
Wisconsin
WPA
1356
Wealth Preservation Advisors
Tennessee
IIM
1357
Intact Investment Management
Quebec, Canada
SFCL
1358
Strengthening Families & Communities LLC
Massachusetts
DT
1359
DV Trading
Illinois
EW
1360
Elyxium Wealth
California
SPF
1361
South Plains Financial
Texas
KBFS
1362
Kohmann Bosshard Financial Services
Ohio
IFS
1363
Intelligent Financial Strategies
Minnesota
GAFA
1364
Garton & Associates Financial Advisors
Kentucky
CP
1365
Camelot Portfolios
Ohio
CWP
1366
Concord Wealth Partners
Virginia
FAMI
1367
Fideuram Asset Management (Ireland)
OC
1368
Optima Capital
Oregon
TPBG
1369
Turning Point Benefit Group
Maryland
GAMC
1370
Garner Asset Management Corp
Texas
FC
1371
Family CFO
California
PPC
1372
Park Place Capital
Alabama
HHMI
1373
Howard Hughes Medical Institute
Maryland
LFASL
1374
Lugano Financial Advisors SA (LFA)
Switzerland
FDW
1375
Fourth Dimension Wealth
Ohio