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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
TCM
1076
TD Capital Management
Tennessee
$15.7K +$87 +1 +0.5%
HWP
1077
Highline Wealth Partners
California
$15.6K +$2.27K +26 +15%
BC
1078
Barrett & Company
Rhode Island
$15.4K
OW
1079
Olistico Wealth
Oklahoma
$15.4K
RTL
1080
Red Tortoise LLC
Georgia
$15.3K
HC
1081
Hara Capital
Washington
$15K
WBC
1082
West Branch Capital
Massachusetts
$14.8K
EF
1083
Entrust Financial
Pennsylvania
$14.4K
FP
1084
Financial Perspectives
Minnesota
$13.9K
CFG
1085
Clayton Financial Group
Missouri
$13.5K -$3.59K -41 -19%
GEA
1086
Glen Eagle Advisors
New Jersey
$13.4K
CMA
1087
Cedar Mountain Advisors
Oregon
$13.4K +$87 +1 +0.6%
TLA
1088
Tanglewood Legacy Advisors
Texas
$12.9K
TF
1089
Tompkins Financial
New York
$12.9K
CWM
1090
Cranbrook Wealth Management
Michigan
$12.5K
RIAS
1091
Rachor Investment Advisory Services
Michigan
$12.3K
KAS
1092
Kemnay Advisory Services
New York
$12K +$2.89K +33 +27%
MTI
1093
Merrithew & Thorsten Inc
California
$12K +$87 +1 +0.6%
AIC
1094
Archer Investment Corporation
Indiana
$11.9K
SIS
1095
Sound Income Strategies
Florida
$11.9K -$1.57K -18 -10%
JFGIW
1096
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.7K -$525 -6 -4%
CTC
1097
Cetera Trust Company
Minnesota
$11.6K -$8.75K -100 -40%
EDRH
1098
Edmond de Rothschild Holding
Switzerland
$11.6K
WA
1099
Walsh & Associates
Florida
$11.6K
MAM
1100
Meeder Asset Management
Ohio
$11.2K -$3.41K -39 -21%