We are live on ! Find out more
OTIS icon

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