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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
LDB
601
Lee, Danner & Bass
Tennessee
$565K -$6.56K -75 -1%
WFA
602
Wellspring Financial Advisors
Ohio
$561K +$637K +7,281 New
GI
603
GAMMA Investing
California
$557K +$70K +800 +12%
AAM
604
AR Asset Management
California
$551K
OAM
605
Oppenheimer Asset Management
New York
$549K +$623K +7,118 New
KPWS
606
Kestra Private Wealth Services
Texas
$547K +$14.9K +170 +2%
FNFDCM
607
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$542K +$179K +2,048 +41%
WA
608
Waverly Advisors
Alabama
$542K -$118K -1,343 -16%
NC
609
nVerses Capital
Florida
$538K +$337K +3,847 +123%
EB
610
Eastern Bank
Massachusetts
$536K
EWM
611
Empirical Wealth Management
Washington
$531K +$84.2K +962 +16%
MWA
612
Medallion Wealth Advisors
Connecticut
$531K -$1.49K -17 -0.2%
SOW
613
State of Wyoming
Wyoming
$531K +$64.4K +736 +12%
RBC
614
Romano Brothers & Co
Illinois
$525K -$10.9K -125 -2%
BCWM
615
Bartlett & Co Wealth Management
Ohio
$522K -$209K -2,394 -26%
CNTOF
616
Canandaigua National Trust of Florida
New York
$520K +$590K +6,744 New
IGGA
617
Iron Gate Global Advisors
Utah
$511K
WA
618
Waterford Advisors
New York
$511K
CG
619
Caprock Group
Idaho
$508K +$577K +6,597 New
SI
620
Sava Infond
Slovenia
$501K +$569K +6,500 New
CRC
621
Curi RMB Capital
Illinois
$501K -$402K -4,599 -41%
1C
622
111 Capital
France
$500K -$786K -8,981 -58%
CIAM
623
Caitong International Asset Management
Hong Kong
$499K +$399K +4,566 +239%
PCM
624
Parsons Capital Management
Rhode Island
$499K
QWP
625
Quotient Wealth Partners
Texas
$497K +$77.6K +887 +16%