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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
OAJ
1151
Ogorek Anthony Joseph
New York
$4K -$262 -3 -5%
UFPG
1152
United Financial Planning Group
New York
$3.93K +$4.46K +51 New
PUI
1153
Purpose Unlimited Inc
$3.85K
NEWAS
1154
N.E.W. Advisory Services
Wisconsin
$3.85K +$4.38K +50 New
MAFA
1155
MJT & Associates Financial Advisory
Minnesota
$3.78K
BGAI
1156
Bruce G. Allen Investments
Colorado
$3.62K -$175 -2 -4%
AP
1157
Aspect Partners
Virginia
$3.62K
WA
1158
Westfuller Advisors
New York
$3.59K +$4.03K +46 +4,600%
HI
1159
Hoey Investments
Pennsylvania
$3.55K
PWMG
1160
Private Wealth Management Group
New Jersey
$3.55K
ME
1161
McIlrath & Eck
Washington
$3.47K
STB
1162
S&T Bank
Pennsylvania
$3.47K
LWM
1163
Lodestone Wealth Management
Washington
$3.31K
YDMI
1164
Y.D. More Investments
Israel
$3.27K -$18.6K -213 -2%
BHWM
1165
Bay Harbor Wealth Management
Maryland
$3.16K +$962 +11 +37%
AW
1166
Ankerstar Wealth
Texas
$3.08K -$875 -10 -20%
PFSC
1167
Peoples Financial Services Corp
Pennsylvania
$3.08K
AW
1168
Avion Wealth
Texas
$3K -$87 -1 -2%
FGA
1169
Fortis Group Advisors
New Jersey
$2.93K
AF
1170
Abound Financial
California
$2.85K
GWS
1171
Greykasell Wealth Strategies
California
$2.7K +$3.06K +35 New
TM
1172
Torren Management
California
$2.64K -$962 -11 -24%
BWL
1173
Bogart Wealth LLC
Virginia
$2.62K +$1.75K +20 +143%
SL
1174
Salomon & Ludwin
Virginia
$2.57K -$13.6K -155 -82%
WCM
1175
Westend Capital Management
California
$2.54K