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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
IRAG
1051
Investment Research & Advisory Group
Georgia
$22.4K
GSWM
1052
Golden State Wealth Management
California
$22.3K
FUBT
1053
First United Bank & Trust
Maryland
$21.2K
CBT
1054
Crews Bank & Trust
Florida
$20.7K +$2.98K +34 +14%
KFA
1055
Kelleher Financial Advisors
New York
$19.5K
MWPCG
1056
Measured Wealth Private Client Group
New Hampshire
$19.3K
MWM
1057
Mascoma Wealth Management
New Hampshire
$19.3K
TAR
1058
Trask Adam Roland
$19.3K +$21.9K +250 New
GKIM
1059
GW&K Investment Management
Massachusetts
$19K -$2.98K -34 -12%
CWM
1060
Consultiva Wealth Management
Puerto Rico
$18.9K
AWA
1061
Acumen Wealth Advisors
Tennessee
$18.5K
OCWP
1062
Owl Creek Wealth Partners
Colorado
$18.5K +$21K +240 New
CPBTD
1063
Central Pacific Bank - Trust Division
Hawaii
$18.1K
Loomis, Sayles & Company
1064
Loomis, Sayles & Company
Massachusetts
$17.9K -$7.96K -91 -28%
BCPWM
1065
Bradley & Co Private Wealth Management
Florida
$17.7K
BW
1066
Bravera Wealth
North Dakota
$17.7K
GXJ
1067
Global X Japan
Japan
$17.7K -$612 -7 -3%
DIP
1068
DT Investment Partners
Pennsylvania
$17.5K
GSEP
1069
Golden State Equity Partners
California
$17.4K +$19.8K +226 New
PWA
1070
Physician Wealth Advisors
Utah
$17.3K +$262 +3 +1%
NFSG
1071
Newbridge Financial Services Group
Florida
$17.2K +$87 +1 +0.5%
CG
1072
Curat Global
New Hampshire
$16.7K
NRG
1073
Nemes Rush Group
Michigan
$16.7K +$1.75K +20 +10%
B
1074
Birchbrook
Maine
$16.3K
SS
1075
Sunbelt Securities
Texas
$15.7K +$87 +1 +0.5%