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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
BL
826
Bleichroeder LP
New York
$231K
SLT
827
St Louis Trust
Missouri
$231K
SFM
828
Systematic Financial Management
New Jersey
$231K
TIA
829
Tiemann Investment Advisors
California
$231K +$4.38K +50 +2%
HBW
830
Hazlett, Burt & Watson
West Virginia
$231K -$1.05K -12 -0.4%
BCM
831
Becker Capital Management
Oregon
$231K -$962 -11 -0.4%
BFO
832
Boston Family Office
Massachusetts
$229K +$2.19K +25 +0.8%
LWCFA
833
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K -$30.6K -350 -11%
AO
834
Advisor OS
Illinois
$228K -$612 -7 -0.2%
DJSG
835
D.J. St. Germain
Massachusetts
$225K -$10.8K -123 -4%
SWMP
836
Signature Wealth Management Partners
New Jersey
$224K
GI
837
GAMCO Investors
Connecticut
$224K -$70K -800 -22%
BF
838
BOK Financial
Oklahoma
$223K -$39.8K -455 -14%
JC
839
JM2 Capital
Oklahoma
$223K -$1.23K -14 -0.5%
FCM
840
Fourpath Capital Management
Oklahoma
$222K +$6.47K +74 +3%
RYIA
841
Roehl & Yi Investment Advisors
Oregon
$220K +$250K +2,859 New
PFM
842
Patton Fund Management
Texas
$220K +$24.5K +280 +11%
JTF
843
J. Team Financial
Texas
$219K -$28.1K -321 -10%
SAM
844
S.A. Mason
Michigan
$217K +$87 +1 +0%
IA
845
Integrity Alliance
Iowa
$217K -$15.2K -174 -6%
JMFC
846
J.M. Forbes & Co
Massachusetts
$216K
PWMAG
847
Pinnacle Wealth Management Advisory Group
New Jersey
$216K -$203K -2,319 -45%
LT
848
Legacy Trust
Michigan
$216K +$7.26K +83 +3%
AC
849
AlphaCore Capital
California
$215K -$217K -2,479 -47%
SRL
850
Scientech Research LLC
New Jersey
$215K -$25K -286 -9%