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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
QIM
1276
Quantitative Investment Management
Virginia
-$640K -7,332 Closed
KF
1277
Krilogy Financial
Missouri
-$654K -7,216 Closed
WAM
1278
Werlinich Asset Management
Connecticut
-$631K -7,175 Closed
VT
1279
Volterra Technologies
New York
-$504K -5,767 Closed
CIA
1280
Caerus Investment Advisors
Texas
-$478K -5,468 Closed
LA
1281
LBP AM
France
-$465K -5,321 Closed
SG
1282
StoneX Group
New York
-$456K -5,224 Closed
COI
1283
Connable Office Inc
Michigan
-$452K -5,172 Closed
CFG
1284
Citizens Financial Group
Rhode Island
-$440K -5,039 Closed
NW
1285
NewEdge Wealth
Pennsylvania
-$433K -4,955 Closed
CPIG
1286
Chicago Partners Investment Group
Illinois
-$421K -4,625 Closed
EPW
1287
Evolve Private Wealth
California
-$401K -4,594 Closed
VBCG
1288
Valley Brook Capital Group
Pennsylvania
-$390K -4,470 Closed
HH
1289
Hilltop Holdings
Texas
-$372K -4,260 Closed
RSWM
1290
Robertson Stephens Wealth Management
California
-$360K -4,117 Closed
GS
1291
GTS Securities
New York
-$355K -4,066 Closed
Luther King Capital Management (LKCM)
1292
Luther King Capital Management (LKCM)
Texas
-$335K -3,838 Closed
BTW
1293
Boston Trust Walden
Massachusetts
-$323K -3,698 Closed
DS
1294
DRW Securities
Illinois
-$316K -3,616 Closed
WANY
1295
Wealthspire Advisors (New York)
New York
-$315K -3,601 Closed
MFS
1296
Miller Financial Services
Michigan
-$301K -3,445 Closed
PPW
1297
Parcion Private Wealth
Washington
-$300K -3,435 Closed
DWM
1298
Defined Wealth Management
Oregon
-$291K -3,337 Closed
MMA
1299
Miracle Mile Advisors
California
-$285K -3,258 Closed
BRWA
1300
B. Riley Wealth Advisors
Florida
-$282K -3,229 Closed