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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
LFASL
1376
Lugano Financial Advisors SA (LFA)
Switzerland
-$6.55K -75 Closed
FDW
1377
Fourth Dimension Wealth
Ohio
-$6.29K -72 Closed
LB
1378
Legacy Bridge
Iowa
-$5.85K -67 Closed
1NWS
1379
1 North Wealth Services
Maryland
-$5.24K -60 Closed
CIA
1380
Cape Investment Advisory
Georgia
-$5.24K -60 Closed
MCM
1381
MidAtlantic Capital Management
Virginia
-$5.24K -60 Closed
AAG
1382
Accordant Advisory Group
Maryland
-$4.89K -56 Closed
IWM
1383
Inlight Wealth Management
Georgia
-$3.49K -40 Closed
EWA
1384
EQ Wealth Advisors
Texas
-$1.75K -20 Closed
WWA
1385
Wealth Watch Advisors
Colorado
-$1.14K -13 Closed
BFS
1386
Bare Financial Services
Pennsylvania
-$699 -8 Closed
LIA
1387
Luken Investment Analytics
Tennessee
-$437 -5 Closed
Q1WB
1388
Quest 10 Wealth Builders
Virginia
-$480 -5 Closed
DCM
1389
Davis Capital Management
Florida
-$262 -3 Closed
FMP
1390
Financial Management Professionals
Texas
-$262 -3 Closed
HFS
1391
Hughes Financial Services
Virginia
-$175 -2 Closed
NL
1392
NorthAvenue LLC
Ohio
-$175 -2 Closed
RPA
1393
Redwood Park Advisors
California
-$175 -2 Closed
RFA
1394
Reyes Financial Architecture
California
-$175 -2 Closed
JWM
1395
Jessup Wealth Management
Ohio
-$87 -1 Closed
WW
1396
Winnow Wealth
Texas
-$88 -1 Closed