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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
VIP
651
Viewpoint Investment Partners
Alberta, Canada
$451K +$324K +3,700 +86%
MA
652
Mutual Advisors
Nebraska
$450K -$4.64K -53 -0.9%
FFA
653
Farther Finance Advisors
California
$449K -$62.2K -711 -11%
OL
654
Optas LLC
Texas
$448K +$57.2K +654 +13%
WPC
655
Wedmont Private Capital
Pennsylvania
$444K +$12.8K +146 +3%
BT
656
Banque Transatlantique
France
$438K +$52K +594 +12%
PAS
657
Park Avenue Securities
New York
$438K -$52K -594 -9%
TWIM
658
TIAA Wealth Investment Management
New York
$437K +$496K +5,673 New
IP
659
Intellectus Partners
California
$433K +$89K +1,017 +22%
SWP
660
Stratos Wealth Partners
Ohio
$429K -$248K -2,835 -34%
SFI
661
Siemens Fonds Invest
Germany
$428K
FRA
662
Frank Rimerman Advisors
California
$427K -$175K -2,005 -27%
Capstone Investment Advisors
663
Capstone Investment Advisors
New York
$425K -$812K -9,279 -63%
HFM
664
Hartford Financial Management
Connecticut
$422K -$20.5K -234 -4%
BSA
665
Bull Street Advisors
Georgia
$422K
NP
666
NorthRock Partners
Minnesota
$421K +$114K +1,302 +31%
FPL
667
Fortress Private Ledger
North Carolina
$418K +$103K +1,173 +28%
EM
668
ELCO Management
New York
$417K -$15.1K -173 -3%
CIA
669
Choate Investment Advisors
Massachusetts
$417K +$82.1K +938 +21%
GF
670
Gabelli Funds
New York
$416K +$17.5K +200 +4%
MAMG
671
Milestone Asset Management Group
Connecticut
$414K +$612 +7 +0.1%
TE
672
Tema ETFs
New York
$414K +$1.84K +21 +0.4%
IMC Chicago
673
IMC Chicago
Illinois
$412K +$467K +5,341 New
SB
674
Simmons Bank
Arkansas
$412K -$3.5K -40 -0.7%
BAM
675
Beaumont Asset Management
Texas
$403K +$84.3K +964 +23%