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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
FHA
801
Flagship Harbor Advisors
Massachusetts
$250K +$18.9K +216 +7%
CCM
802
Coldstream Capital Management
Washington
$250K +$45.2K +517 +19%
ILI
803
Invesco LLC (Illinois)
Illinois
$248K
FM
804
Foster & Motley
Ohio
$248K
AFG
805
Atomi Financial Group
New York
$248K +$281K +3,217 New
PI
806
PFG Investments
New York
$248K +$7.35K +84 +3%
MAM
807
Mystic Asset Management
Rhode Island
$247K -$30.4K -348 -10%
PIP
808
Philadelphia Investment Partners
New Jersey
$246K +$279K +3,190 New
ICP
809
Interchange Capital Partners
Pennsylvania
$245K +$210K +2,405 New
DDC
810
DF Dent & Co
Maryland
$244K +$277K +3,165 New
FWCM
811
Ferguson Wellman Capital Management
Oregon
$244K
VCA
812
Verdence Capital Advisors
Maryland
$242K -$83.9K -959 -23%
SVWAG
813
Sound View Wealth Advisors Group
Georgia
$241K -$88.8K -1,015 -24%
AWM
814
AE Wealth Management
Kansas
$240K +$28K +320 +11%
MG
815
Marex Group
$240K +$272K +3,114 New
VA
816
VestGen Advisors
Illinois
$238K -$22.3K -255 -7%
FNBOO
817
First National Bank of Omaha
Nebraska
$237K
MMPW
818
Mitchell McLeod Pugh & Williams
Alabama
$237K +$7K +80 +3%
TH
819
TCTC Holdings
Texas
$236K -$16.4K -187 -6%
AP
820
Arlington Partners
Alabama
$235K +$267K +3,052 New
QWM
821
Quadcap Wealth Management
Texas
$234K +$54.1K +618 +26%
GPI
822
General Partner Inc
Pennsylvania
$233K
MWM
823
Meridian Wealth Management
Kentucky
$233K +$350 +4 +0.1%
AWM
824
Aprio Wealth Management
Georgia
$232K +$264K +3,016 New
KWA
825
Kingswood Wealth Advisors
California
$232K +$24.1K +276 +10%