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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
NRS
526
Neville Rodie & Shaw
New York
$856K
MGP
527
Metis Global Partners
California
$851K -$118K -1,354 -11%
MK
528
MASTERINVEST Kapitalanlage
$842K
HP
529
Holowesko Partners
Bahamas
$840K
MSA
530
MUFG Securities Americas
New York
$829K +$22.5K +257 +2%
TSWM
531
Triangle Securities Wealth Management
North Carolina
$824K -$80.7K -922 -8%
PWP
532
Principle Wealth Partners
Connecticut
$823K -$42K -480 -4%
BFG
533
Bleakley Financial Group
New Jersey
$814K -$45.3K -518 -5%
SAM
534
Securian Asset Management
Minnesota
$809K -$8.75K -100 -0.9%
UCFA
535
United Capital Financial Advisors
Texas
$803K -$140K -1,595 -13%
KRSITF
536
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$802K
ATC
537
Argent Trust Co
Tennessee
$785K +$25.7K +294 +3%
LAIC
538
Lederer & Associates Investment Counsel
California
$784K +$7.87K +90 +0.9%
MLL
539
Moody Lynn & Lieberson
Massachusetts
$782K -$18.8K -215 -2%
ETC
540
Exchange Traded Concepts
Oklahoma
$778K +$754K +8,614 +585%
OAM
541
Oxford Asset Management
United Kingdom
$776K -$462K -5,279 -34%
AAM
542
Advisors Asset Management
Colorado
$774K -$243K -2,773 -22%
SCTC
543
Sanibel Captiva Trust Company
Florida
$771K +$11.1K +127 +1%
IWC
544
Integrated Wealth Concepts
Massachusetts
$766K +$210K +2,395 +32%
GAM
545
Groupama Asset Management
France
$759K +$612K +6,999 +246%
AWM
546
Apollon Wealth Management
South Carolina
$758K +$256K +2,926 +42%
P
547
&Partners
Tennessee
$755K +$67.9K +776 +9%
SCA
548
Snowden Capital Advisors
New York
$755K -$82K -937 -9%
AWP
549
Ascent Wealth Partners
New York
$752K +$20.5K +234 +2%
CFG
550
Cooper Financial Group
California
$751K -$12.7K -145 -1%