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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
HAP
1176
Harbor Asset Planning
Massachusetts
$2.48K
DSC
1177
Duncker Streett & Co
Missouri
$2.47K -$5.69K -65 -67%
GK
1178
Graney & King
New York
$2.42K
BTD
1179
BankPlus Trust Department
Mississippi
$2.23K
FFL
1180
Financial Freedom LLC
Ohio
$2.19K
DPW
1181
DiNuzzo Private Wealth
Pennsylvania
$2.16K
PS
1182
Pinney & Scofield
Massachusetts
$2.11K
PP
1183
PFS Partners
New Jersey
$2.09K
RCM
1184
Raleigh Capital Management
North Carolina
$2.08K +$2.36K +27 New
MAM
1185
Marquette Asset Management
Minnesota
$2K +$2.27K +26 New
EFMH
1186
E Fund Management (HK)
Hong Kong
$2K
MMCM
1187
Murphy & Mullick Capital Management
New York
$2K
PCFFS
1188
Pacific Center for Financial Services
California
$1.93K
SAS
1189
Spurstone Advisory Services
Connecticut
$1.93K
DWM
1190
Dogwood Wealth Management
Kansas
$1.93K +$437 +5 +25%
CCMI
1191
Creative Capital Management Investments
California
$1.85K
CWP
1192
Clark Wealth Partners
Illinois
$1.85K +$2.1K +24 New
BGA
1193
Battery Global Advisors
Massachusetts
$1.7K -$4.29K -49 -69%
VWM
1194
Vermillion Wealth Management
Minnesota
$1.7K +$1.93K +22 New
GFA
1195
Godfrey Financial Associates
New York
$1.62K
SNB
1196
Security National Bank
Nebraska
$1.62K
SRCM
1197
Signature Resources Capital Management
California
$1.62K
TC
1198
Truvestments Capital
Florida
$1.62K
HCM
1199
Hollencrest Capital Management
California
$1.56K
EWP
1200
Elevation Wealth Partners
California
$1.54K -$30.7K -351 -95%