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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

6% less funds holding

Funds holding: 1,3071,234 (-73)

12.02% less ownership

Funds ownership: 100.59%88.58% (-12%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

19% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 478

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
-73
Holders Change %
-5.59%
% of All Funds
15.19%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
110
Increased
388
Reduced
478
Closed
162
Calls
$49.5M
Puts
$71.6M
Net Calls
-$22.1M
Net Calls Change
-$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
401
Crossmark Global Holdings
Texas
$1.9M -$22.7K -259 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
402
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.88M +$789K +9,018 +59%
TVPW
403
Third View Private Wealth
Connecticut
$1.88M +$2.13M +24,336 New
NB
404
Norinchukin Bank
Japan
$1.86M -$1.4K -16 -0.1%
CC
405
Chicago Capital
Illinois
$1.85M +$310K +3,547 +17%
VVP
406
Venture Visionary Partners
Ohio
$1.84M +$4.2K +48 +0.2%
KAS
407
Kestra Advisory Services
Texas
$1.84M -$31.8K -363 -2%
CAM
408
Close Asset Management
United Kingdom
$1.83M -$64.4K -736 -3%
MSU
409
Mizuho Securities USA
New York
$1.81M -$427K -4,877 -17%
CK
410
Cohen Klingenstein
New York
$1.81M
QCM
411
QRG Capital Management
Illinois
$1.81M -$97.9K -1,119 -5%
HIMC
412
Heritage Investors Management Corp
Maryland
$1.78M -$8.05K -92 -0.4%
JC
413
JB Capital
Connecticut
$1.78M -$4.03K -46 -0.2%
MKC
414
M. Kraus & Co
Vermont
$1.78M -$105K -1,201 -5%
AI
415
Atria Investments
North Carolina
$1.75M +$493K +5,630 +33%
IA
416
IFP Advisors
Florida
$1.72M -$2.36K -27 -0.1%
SSA
417
Schonfeld Strategic Advisors
New York
$1.71M -$7.1M -81,166 -79%
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$1.7M -$40.1K -458 -2%
DFCM
419
Dark Forest Capital Management
Puerto Rico
$1.7M +$1.36M +15,541 +240%
WR
420
WD Rutherford
Oregon
$1.69M +$1.92M +21,965 New
BPA
421
Beacon Pointe Advisors
California
$1.69M +$635K +7,258 +49%
Wealthfront Advisers
422
Wealthfront Advisers
California
$1.69M -$1.13M -12,942 -37%
AV
423
ASR Vermogensbeheer
Netherlands
$1.69M +$9.27K +106 +0.5%
EWM
424
Evercore Wealth Management
New York
$1.66M -$342K -3,910 -15%
ZIG
425
Zurich Insurance Group
Switzerland
$1.65M