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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
KCM
751
Kathmere Capital Management
Pennsylvania
$291K +$115K +1,311 +53%
BPAMU
752
BTG Pactual Asset Management US
New York
$291K +$53.9K +616 +20%
AI
753
Atom Investors
Texas
$290K -$63.3K -724 -16%
RSWA
754
Robinson Smith Wealth Advisors
Maine
$286K
CAG
755
Crestwood Advisors Group
Massachusetts
$286K +$78K +891 +32%
TTWM
756
TCV Trust & Wealth Management
Virginia
$286K -$9.8K -112 -3%
PA
757
Profund Advisors
Maryland
$282K +$12.1K +138 +4%
FCP
758
Fidelis Capital Partners
Florida
$281K +$8.05K +92 +3%
BB
759
Busey Bank
Illinois
$280K -$36.6K -418 -10%
CI
760
Cigna Investments
Connecticut
$278K -$18.5K -212 -6%
LGF
761
LGT Group Foundation
Liechtenstein
$278K
GWM
762
GSB Wealth Management
Connecticut
$277K -$525 -6 -0.2%
I
763
InceptionR
California
$275K -$697K -7,968 -69%
MNBTD
764
Moody National Bank Trust Division
Texas
$275K +$5.6K +64 +2%
AC
765
Armistice Capital
New York
$272K +$309K +3,535 New
CFB
766
Cullen/Frost Bankers
Texas
$271K -$5.95K -68 -2%
BWP
767
BSW Wealth Partners
Colorado
$270K +$700 +8 +0.2%
FG
768
Fiduciary Group
Georgia
$270K -$20.6K -235 -6%
MMH
769
Menora Mivtachim Holdings
Israel
$270K
CCM
770
Chiron Capital Management
Florida
$270K +$306K +3,500 New
SMH
771
Sanders Morris Harris
Texas
$270K +$306K +3,500 New
HIC
772
Holderness Investments Company
North Carolina
$269K -$4.99K -57 -2%
JSW
773
Journey Strategic Wealth
New Jersey
$269K +$38.5K +440 +14%
AIP
774
Ameritas Investment Partners
Nebraska
$269K -$7.96K -91 -3%
HW
775
HORAN Wealth
Ohio
$267K