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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
VIM
701
Vancity Investment Management
British Columbia, Canada
$360K -$32.5K -372 -7%
CWP
702
Core Wealth Partners
California
$360K
BMO
703
Beck Mack & Oliver
New York
$353K
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$352K +$197K +2,257 +98%
QL
705
Quarry LP
New York
$352K -$169K -1,932 -30%
PWAM
706
Private Wealth Asset Management
Iowa
$349K -$350 -4 -0.1%
EHC
707
Everett Harris & Co
California
$348K
CCA
708
Checchi Capital Advisers
California
$346K +$38.7K +442 +11%
MC
709
Moors & Cabot
Massachusetts
$342K -$26.2K -300 -6%
EM
710
Excalibur Management
Massachusetts
$339K -$3.24K -37 -0.8%
AC
711
Apella Capital
Connecticut
$338K +$103K +1,177 +39%
AA
712
ABC Arbitrage
France
$336K +$381K +4,358 New
WT
713
Washington Trust
Rhode Island
$333K -$4.81K -55 -1%
DMC
714
Drexel Morgan & Co
Pennsylvania
$331K
FMI
715
Frec Markets Inc
California
$330K +$375K +4,283 New
FFA
716
Fortune Financial Advisors
Kansas
$330K +$39.5K +452 +12%
PCM
717
Pointe Capital Management
Michigan
$324K
PCIA
718
Prime Capital Investment Advisors
Kansas
$323K -$34K -389 -8%
EWA
719
Exencial Wealth Advisors
Oklahoma
$323K -$55.5K -634 -13%
TBT
720
Texas Bank & Trust
Texas
$320K -$21.9K -250 -6%
OCA
721
OpenArc Corporate Advisory
Georgia
$320K -$26.4K -302 -7%
SWM
722
Shakespeare Wealth Management
Wisconsin
$319K
MGIA
723
Moneta Group Investment Advisors
Missouri
$319K -$245K -2,798 -40%
RWM
724
Ritholtz Wealth Management
New York
$318K +$38.8K +444 +12%
S
725
SignatureFD
Georgia
$316K -$54.4K -622 -13%