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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
HFM
501
Hartford Funds Management
Pennsylvania
$992K -$179K -2,042 -14%
IC
502
IEQ Capital
California
$990K -$6.73M -76,968 -86%
PWM
503
Perigon Wealth Management
California
$988K -$121K -1,385 -10%
GAAM
504
Guinness Atkinson Asset Management
California
$985K +$133K +1,522 +14%
TMAM
505
Tokio Marine Asset Management
Japan
$982K
GIA
506
Gateway Investment Advisers
Ohio
$973K -$3.41M -39,030 -76%
TCPG
507
Trivant Custom Portfolio Group
California
$971K +$44K +503 +4%
PS
508
Principal Securities
Iowa
$969K -$13.9K -159 -1%
BEI
509
Benjamin Edwards Inc
Missouri
$964K +$491K +5,616 +81%
WWM
510
Western Wealth Management
Colorado
$961K +$1.09M +12,471 New
RBA
511
Richard Bernstein Advisors
New York
$959K
NMIMC
512
Northwestern Mutual Investment Management Company
Wisconsin
$959K -$1.14K -13 -0.1%
IIM
513
Ironwood Investment Management
Massachusetts
$928K -$49.8K -569 -5%
AF
514
Ally Financial
Michigan
$925K
EI
515
EFG International
$917K -$1.48M -16,910 -59%
RPC
516
Rossmore Private Capital
Connecticut
$902K -$3.5K -40 -0.3%
CL
517
CSS LLC
Illinois
$898K +$796K +9,093 +355%
NA
518
NewEdge Advisors
Louisiana
$898K -$12.6K -144 -1%
Envestnet Portfolio Solutions
519
Envestnet Portfolio Solutions
Illinois
$894K -$525K -6,000 -34%
CA
520
Clearstead Advisors
Ohio
$891K -$221K -2,521 -18%
SC
521
Scotia Capital
Ontario, Canada
$886K -$84.3K -964 -8%
HWM
522
HB Wealth Management
Georgia
$886K -$446K -5,096 -31%
ERSOT
523
Employees Retirement System of Texas
Texas
$880K +$741K +8,474 +288%
CAG
524
Cypress Advisory Group
Arizona
$866K +$46.2K +528 +5%
LIM
525
Longfellow Investment Management
Massachusetts
$857K +$307K +3,507 +46%