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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
SAI
1351
Savvy Advisors Inc
New York
-$202K -2,317 Closed
DCM
1352
Donaldson Capital Management
Indiana
-$202K -2,309 Closed
DLA
1353
Douglas Lane & Associates
New York
-$202K -2,308 Closed
FWP
1354
FAS Wealth Partners
Kansas
-$200K -2,295 Closed
IWA
1355
Icon Wealth Advisors
Texas
-$201K -2,260 Closed
DAS
1356
Diversify Advisory Services
Utah
-$203K -2,257 Closed
SIM
1357
Sentry Investment Management
Wisconsin
-$133K -1,528 Closed
WPA
1358
Wealth Preservation Advisors
Tennessee
-$113K -1,291 Closed
IIM
1359
Intact Investment Management
Quebec, Canada
-$78.6K -900 Closed
SFCL
1360
Strengthening Families & Communities LLC
Massachusetts
-$61.3K -702 Closed
DT
1361
DV Trading
Illinois
-$43.7K -500 Closed
EW
1362
Elyxium Wealth
California
-$42K -481 Closed
SPF
1363
South Plains Financial
Texas
-$39.2K -449 Closed
KBFS
1364
Kohmann Bosshard Financial Services
Ohio
-$33.4K -382 Closed
IFS
1365
Intelligent Financial Strategies
Minnesota
-$27.6K -316 Closed
GAFA
1366
Garton & Associates Financial Advisors
Kentucky
-$27.2K -311 Closed
CP
1367
Camelot Portfolios
Ohio
-$26.2K -300 Closed
CWP
1368
Concord Wealth Partners
Virginia
-$21.8K -250 Closed
FAMI
1369
Fideuram Asset Management (Ireland)
-$20.2K -222 Closed
OC
1370
Optima Capital
Oregon
-$14K -160 Closed
TPBG
1371
Turning Point Benefit Group
Maryland
-$11.8K -135 Closed
GAMC
1372
Garner Asset Management Corp
Texas
-$10.4K -119 Closed
FC
1373
Family CFO
California
-$8.12K -93 Closed
PPC
1374
Park Place Capital
Alabama
-$7.51K -86 Closed
HHMI
1375
Howard Hughes Medical Institute
Maryland
-$7.34K -84 Closed