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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
CFO
676
Callan Family Office
Pennsylvania
$400K -$11.2K -128 -2%
EAM
677
Eventide Asset Management
Massachusetts
$399K +$60.4K +690 +15%
FCH
678
Freestone Capital Holdings
Washington
$398K -$8.05K -92 -2%
YIH
679
Y-Intercept (HK)
Hong Kong
$398K -$3.52M -40,214 -89%
GWP
680
Gateway Wealth Partners
Wisconsin
$397K +$451K +5,151 New
ISL
681
Ingalls & Snyder LLC
New York
$397K +$875 +10 +0.2%
ASN
682
Advisory Services Network
Georgia
$394K +$56.4K +645 +14%
CSP
683
Cary Street Partners
Virginia
$394K -$3.33K -38 -0.7%
MM
684
MQS Management
New York
$390K +$17.7K +202 +4%
RCAG
685
Rehmann Capital Advisory Group
Michigan
$390K -$139K -1,593 -24%
MYIA
686
Mount Yale Investment Advisors
Colorado
$389K +$441K +5,041 New
SCM
687
Sterneck Capital Management
Missouri
$388K +$133K +1,518 +43%
IAA
688
Independent Advisor Alliance
North Carolina
$385K -$949K -10,844 -68%
LP
689
LMR Partners
United Kingdom
$381K +$190K +2,169 +78%
KWM
690
Kingsview Wealth Management
Oregon
$381K +$962 +11 +0.2%
GC
691
Grimes & Company
Massachusetts
$381K +$1.14K +13 +0.3%
TAM
692
Tocqueville Asset Management
New York
$378K
IAS
693
Investment Advisory Services
Texas
$377K -$18.6K -213 -4%
GPA
694
Garrison Point Advisors
California
$376K -$21.4K -245 -5%
BTWM
695
Baker Tilly Wealth Management
Wisconsin
$375K +$426K +4,870 New
TCIIS
696
TIAA-CREF Individual & Institutional Services
New York
$375K +$426K +4,867 New
FTWA
697
Fifth Third Wealth Advisors
Ohio
$367K +$57.1K +653 +16%
MA
698
Montag & Associates
Georgia
$366K -$17.9K -205 -4%
BWP
699
Burling Wealth Partners
Illinois
$363K -$29.3K -335 -7%
CI
700
CX Institutional
Indiana
$360K -$50.3K -575 -11%