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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
RA
1301
Riversedge Advisors
Delaware
-$273K -3,120 Closed
SMA
1302
Sage Mountain Advisors
Georgia
-$272K -3,110 Closed
SL
1303
Sentinus LLC
Illinois
-$271K -3,098 Closed
FFM
1304
Forum Financial Management
Illinois
-$270K -3,092 Closed
RC
1305
Roundview Capital
New Jersey
-$268K -3,069 Closed
TBA
1306
Tower Bridge Advisors
Pennsylvania
-$265K -3,034 Closed
LS
1307
Livforsakringsbolaget Skandia
Sweden
-$254K -2,912 Closed
TW
1308
TritonPoint Wealth
Maryland
-$252K -2,890 Closed
MF
1309
Magnetar Financial
Illinois
-$248K -2,844 Closed
WCP
1310
Wick Capital Partners
Pennsylvania
-$248K -2,843 Closed
TCM
1311
Teza Capital Management
Illinois
-$247K -2,826 Closed
AWM
1312
Axxcess Wealth Management
California
-$241K -2,762 Closed
HCM
1313
Howard Capital Management
Georgia
-$241K -2,760 Closed
MWM
1314
Mission Wealth Management
California
-$238K -2,728 Closed
LBC
1315
Lowe Brockenbrough & Co
Virginia
-$238K -2,727 Closed
MP
1316
McDonald Partners
Ohio
-$236K -2,702 Closed
FFM
1317
Fullerton Fund Management
Singapore
-$234K -2,683 Closed
RWP
1318
RWA Wealth Partners
Massachusetts
-$232K -2,653 Closed
MWM
1319
Maridea Wealth Management
New York
-$231K -2,646 Closed
LWANC
1320
Laurel Wealth Advisors (North Carolina)
North Carolina
-$230K -2,630 Closed
BSI
1321
Bennett Selby Investments
Maine
-$228K -2,605 Closed
PFA
1322
Pure Financial Advisors
California
-$228K -2,605 Closed
NGA
1323
Naples Global Advisors
Florida
-$227K -2,601 Closed
CC
1324
Courier Capital
New York
-$224K -2,566 Closed
SMCM
1325
Sky-Mountain Capital Management
Idaho
-$230K -2,540 Closed