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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
PAG
451
Private Advisor Group
New Jersey
$1.35M -$48.8K -558 -3%
RI
452
Ridgewood Investments
New Jersey
$1.35M +$1.53M +17,460 New
Lido Advisors
453
Lido Advisors
California
$1.34M +$582K +6,649 +62%
AUB
454
Atlantic Union Bankshares
Virginia
$1.3M -$2.33M -26,608 -61%
EFS
455
Essex Financial Services
Connecticut
$1.29M -$139K -1,594 -9%
WTC
456
WhitTier Trust Company
Nevada
$1.28M -$78.6K -898 -5%
Allspring Global Investments
457
Allspring Global Investments
North Carolina
$1.26M -$16.4K -187 -1%
AS
458
Aware Super
Australia
$1.26M +$1.43M +16,356 New
OIS
459
Okabena Investment Services
Minnesota
$1.25M -$40.6K -464 -3%
Bessemer Group
460
Bessemer Group
New Jersey
$1.24M +$6.12K +70 +0.4%
SIRP
461
Shelter Insurance Retirement Plan
Missouri
$1.23M
MSE
462
MUFG Securities EMEA
United Kingdom
$1.23M
DWM
463
Diversify Wealth Management
Utah
$1.21M +$281K +3,208 +25%
CL
464
Choreo LLC
Illinois
$1.21M +$54.1K +618 +4%
HNB
465
Huntington National Bank
Ohio
$1.2M -$148K -1,692 -10%
AWA
466
ARQ Wealth Advisors
Arizona
$1.2M +$1.1M +12,610 +432%
BFM
467
Boothbay Fund Management
New York
$1.19M +$195K +2,231 +17%
DA
468
Dash Acquisitions
California
$1.19M -$42.8K -489 -3%
WP
469
Woodline Partners
California
$1.17M +$702K +8,022 +112%
GIM
470
Goelzer Investment Management
Indiana
$1.17M
LI
471
Lafayette Investments
Maryland
$1.17M -$29.2K -334 -2%
NB
472
NBT Bank
New York
$1.15M -$18.9K -216 -1%
PTC
473
Private Trust Company
Ohio
$1.14M -$101K -1,158 -7%
HIM
474
Hillsdale Investment Management
Ontario, Canada
$1.14M +$306K +3,500 +31%
FFS
475
Founders Financial Securities
Maryland
$1.13M +$944K +10,794 +345%