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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
VWA
1126
VSM Wealth Advisory
Maryland
$7.71K
YP
1127
YANKCOM Partnership
South Dakota
$7.71K
CFM
1128
Cornerstone Financial Management
Massachusetts
$7.55K +$2.36K +27 +38%
CPG
1129
Cornerstone Planning Group
New Jersey
$6.94K +$2.01K +23 +33%
MWM
1130
Mosley Wealth Management
California
$6.89K +$6.56K +75 New
AWM
1131
Activest Wealth Management
Florida
$6.86K -$15K -172 -66%
HNW
1132
High Note Wealth
Minnesota
$6.86K +$787 +9 +11%
TFA
1133
Transamerica Financial Advisors
Florida
$6.63K +$2.45K +28 +48%
BFPW
1134
BOK Financial Private Wealth
Colorado
$6.17K
S
1135
Sachetta
Massachusetts
$6.17K +$2.45K +28 +54%
FRA
1136
Front Row Advisors
California
$6.17K
HPWM
1137
High Point Wealth Management
New Jersey
$6.17K +$7K +80 New
Kayne Anderson Rudnick Investment Management
1138
Kayne Anderson Rudnick Investment Management
California
$6.09K -$612 -7 -8%
LFA
1139
LGT Financial Advisors
Texas
$5.48K
FGAM
1140
Financial Gravity Asset Management
Texas
$5.4K +$1.93K +22 +46%
KG
1141
Kilter Group
New York
$5.4K +$2.27K +26 +59%
SSG
1142
Summit Securities Group
New York
$4.93K -$45K -514 -89%
MSG
1143
Main Street Group
Virginia
$4.78K +$5.42K +62 New
HIW
1144
Holos Integrated Wealth
Pennsylvania
$4.67K
MEG
1145
Millstone Evans Group
Colorado
$4.55K
TVWM
1146
Tower View Wealth Management
Wisconsin
$4.55K
PWA
1147
Provenance Wealth Advisors
Florida
$4.47K
CFP
1148
Comprehensive Financial Planning
Pennsylvania
$4.24K
CTB
1149
Country Trust Bank
Illinois
$4.24K
T
1150
Tidemark
California
$4.24K +$4.81K +55 New