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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
API
1201
Asset Planning Inc
California
$1.54K
SFAM
1202
Sawyer Falduto Asset Management
Illinois
$1.54K
AF
1203
Advisornet Financial
Minnesota
$1.54K +$1.4K +16 +400%
ACM
1204
Anfield Capital Management
California
$1.47K +$1.66K +19 New
RWS
1205
Retirement Wealth Solutions
Wisconsin
$1.39K +$525 +6 +50%
SHIM
1206
Stone House Investment Management
Pennsylvania
$1.31K +$1.23K +14 +467%
VWA
1207
Valued Wealth Advisors
Utah
$1.31K
BH
1208
Burk Holdings
Oklahoma
$1.31K +$1.49K +17 New
GWM
1209
Gilpin Wealth Management
Colorado
$1.23K
SFS
1210
Sunrise Financial Services
Washington
$1.16K
ACA
1211
Atlas Capital Advisors
Wyoming
$1.08K
HWA
1212
Heritage Wealth Advisors
Virginia
$1.08K +$1.23K +14 New
DF
1213
Dunhill Financial
United Kingdom
$1.01K -$2.19K -25 -66%
NWM
1214
Navigoe Wealth Management
California
$1K
SEP
1215
Signature Equity Partners
Ohio
$938 -$6.39K -73 -86%
FC
1216
Fairscale Capital
New Hampshire
$925
GPFA
1217
Game Plan Financial Advisors
Ohio
$925
IWS
1218
Intentional Wealth Strategies
Colorado
$848 +$962 +11 New
CAC
1219
Core Alternative Capital
Georgia
$694
EA
1220
Evergreen Advisors
Tennessee
$675 +$787 +9 New
BIM
1221
Breakwater Investment Management
Washington
$463 +$525 +6 New
OPTFSNA
1222
Old Point Trust & Financial Services N A
Virginia
$462
NRWA
1223
North Ridge Wealth Advisors
Oregon
$386
HIA
1224
HFM Investment Advisors
New Jersey
$385 -$350 -4 -44%
NL
1225
NVWM LLC
Pennsylvania
$385