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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
Bank Julius Baer & Co
851
Bank Julius Baer & Co
Switzerland
$214K +$525 +6 +0.2%
CT
852
Caldwell Trust
Florida
$214K -$5.16K -59 -2%
AMIM
853
Aull & Monroe Investment Management
Alabama
$214K
HI
854
Harbour Investments
Wisconsin
$213K +$149K +1,701 +160%
HWMO
855
Heritage Wealth Management (Ohio)
Ohio
$213K -$4.38K -50 -2%
KOMWMG
856
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$213K
CWM
857
Calamos Wealth Management
Illinois
$213K +$242K +2,765 New
GVAG
858
Great Valley Advisor Group
Delaware
$213K +$20.7K +237 +9%
USCWA
859
U.S. Capital Wealth Advisors
Texas
$213K +$39.1K +447 +19%
EC
860
EntryPoint Capital
New York
$211K
CT
861
Chicago Trust
Illinois
$209K +$238K +2,717 New
VEM
862
Vann Equity Management
Texas
$209K +$237K +2,710 New
KIA
863
Kraematon Investment Advisors
Massachusetts
$208K -$58.3K -666 -20%
CWP
864
Cyndeo Wealth Partners
Florida
$207K -$262 -3 -0.1%
CT
865
Colonial Trust
South Carolina
$207K +$6.3K +72 +3%
OP
866
Oslo Pensjonsforsikring
$207K +$235K +2,686 New
EWA
867
Eagle Wealth Advisors
Connecticut
$207K
IWM
868
IHT Wealth Management
Illinois
$207K -$31.6K -361 -12%
LCM
869
LCM Capital Management
Illinois
$206K
FAFN
870
First Affirmative Financial Network
Colorado
$205K +$233K +2,666 New
FPAS
871
Focus Partners Advisor Solutions
Missouri
$205K -$398K -4,552 -63%
AA
872
Ancora Advisors
Ohio
$205K -$31.5K -360 -12%
CI
873
Corient IA
Florida
$205K -$29.7K -340 -11%
COCM
874
Charter Oak Capital Management
New Hampshire
$205K -$2.63K -30 -1%
NAM
875
NTV Asset Management
West Virginia
$204K -$22.9K -262 -9%