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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
BFIM
726
Beese Fulmer Investment Management
Ohio
$314K +$16.3K +186 +5%
VAS
727
Vestmark Advisory Solutions
Massachusetts
$310K +$352K +4,022 New
WDA
728
Wendell David Associates
New Hampshire
$310K
KIA
729
Knollwood Investment Advisory
Maryland
$309K
PF
730
Phoenix Financial
Israel
$308K +$64.4K +736 +23%
HIP
731
HUB Investment Partners
Texas
$307K +$349K +3,984 New
HPCM
732
Hunter Perkins Capital Management
Illinois
$307K +$348K +3,982 New
HSA
733
HBK Sorce Advisory
Pennsylvania
$307K -$13.7K -157 -4%
HW
734
Hancock Whitney
Mississippi
$305K -$8.57K -98 -2%
SCM
735
Sage Capital Management
New Jersey
$303K -$144K -1,647 -30%
1SB
736
1ST Source Bank
Indiana
$302K -$10.9K -125 -3%
PP
737
Patten & Patten
Tennessee
$302K -$8.31K -95 -2%
RWM
738
Rialto Wealth Management
New York
$301K +$787 +9 +0.2%
GC
739
Guggenheim Capital
Illinois
$300K -$96.2K -1,100 -22%
VSQM
740
V-Square Quantitative Management
Illinois
$300K -$35.3K -403 -9%
RCM
741
Radnor Capital Management
Pennsylvania
$300K
SCM
742
Shelton Capital Management
Colorado
$298K +$8.75K +100 +3%
WBC
743
Westpac Banking Corp
Australia
$297K
RC
744
Rexford Capital
Texas
$297K -$525 -6 -0.2%
FWTB
745
First Western Trust Bank
Colorado
$295K
AP
746
Atwood & Palmer
Missouri
$295K -$8.75K -100 -3%
PTC
747
Philadelphia Trust Company
Pennsylvania
$294K -$9.71K -111 -3%
BHWM
748
Bar Harbor Wealth Management
New Hampshire
$292K -$15.7K -180 -5%
SFG
749
Sovereign Financial Group
Connecticut
$292K -$3.59K -41 -1%
RIL
750
Rothschild Investment LLC
Illinois
$291K -$139K -1,584 -30%