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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
IAIM
901
International Assets Investment Management
Florida
$159K -$9.89K -113 -5%
GIA
902
GHP Investment Advisors
Colorado
$152K -$9.97K -114 -5%
NONA
903
Ninety One North America
New York
$152K -$101K -1,153 -37%
AAP
904
Arax Advisory Partners
Colorado
$151K +$27.4K +313 +19%
AIM
905
Acropolis Investment Management
Missouri
$151K +$171K +1,953 New
CF
906
Centaurus Financial
California
$146K +$8.84K +101 +6%
DZ Bank
907
DZ Bank
Germany
$143K
NSIM
908
North Star Investment Management
Illinois
$140K +$39.5K +451 +33%
CCWM
909
Cassaday & Co Wealth Management
Virginia
$137K +$155K +1,777 New
AFC
910
Ares Financial Consulting
California
$133K +$7K +80 +5%
VCM
911
Versant Capital Management
Arizona
$132K +$59.5K +680 +66%
BC
912
Bayforest Capital
United Kingdom
$132K +$150K +1,712 New
CTA
913
Colonial Trust Advisors
South Carolina
$129K -$4.38K -50 -3%
ST
914
Smithfield Trust
Pennsylvania
$128K
Group One Trading
915
Group One Trading
Illinois
$127K +$109K +1,243 +304%
TC
916
Trust Company
Kansas
$125K
SIA
917
Strategic Investment Advisors
Michigan
$124K +$141K +1,611 New
CNBTD
918
Citizens National Bank Trust Department
Mississippi
$124K
CA
919
Crewe Advisors
Utah
$124K +$22.2K +254 +19%
SC
920
SouthState Corp
Florida
$123K -$20.7K -237 -13%
GWM
921
Geneos Wealth Management
Colorado
$122K
BWA
922
Basecamp Wealth Advisors
Washington
$122K -$1.05K -12 -0.8%
ATC
923
Adirondack Trust Company
New York
$119K
DWP
924
Destiny Wealth Partners
Florida
$118K +$134K +1,526 New
HIA
925
Harbor Investment Advisory
Maryland
$114K -$6.21K -71 -5%