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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
BFS
326
Bradley Foster & Sargent
Connecticut
$3.51M -$192K -2,189 -5%
Macquarie Group
327
Macquarie Group
Australia
$3.45M -$952K -10,886 -20%
CIBC World Market
328
CIBC World Market
Ontario, Canada
$3.43M +$126K +1,442 +3%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$3.43M -$8.75K -100 -0.2%
AC
330
Allstate Corporation
Illinois
$3.39M +$1.41M +16,165 +58%
AM
331
AGF Management
Ontario, Canada
$3.37M +$487K +5,566 +15%
Baird Financial Group
332
Baird Financial Group
Wisconsin
$3.35M +$899K +10,275 +31%
Carson Wealth (CWM LLC)
333
Carson Wealth (CWM LLC)
Nebraska
$3.31M -$2.81M -32,080 -43%
YCM
334
Yousif Capital Management
Michigan
$3.31M -$289K -3,303 -7%
MO
335
McMillan Office
Michigan
$3.27M -$206K -2,350 -5%
KCM
336
Kanawha Capital Management
Virginia
$3.25M -$124K -1,415 -3%
DTL
337
Dynamic Technology Lab
Singapore
$3.23M +$2.48M +28,361 +209%
MOACM
338
Mutual of America Capital Management
New York
$3.19M -$43.7K -500 -1%
AG
339
AIA Group
Hong Kong
$3.18M -$328K -3,753 -8%
O
340
Ossiam
France
$3.15M +$2.09M +23,927 +141%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$3.14M +$18.1K +207 +0.5%
N
342
Numerai
California
$3.13M -$4.26M -48,682 -55%
Pathstone Holdings
343
Pathstone Holdings
New Jersey
$3.12M -$455K -5,206 -11%
Kovitz Investment Group Partners
344
Kovitz Investment Group Partners
Illinois
$3.1M +$3.52M +40,194 New
BMSSC
345
B. Metzler seel. Sohn & Co
Germany
$3M -$169K -1,936 -5%
Truist Financial
346
Truist Financial
North Carolina
$3M -$407K -4,648 -11%
OAC
347
OMERS Administration Corp
Ontario, Canada
$2.94M +$2.06M +23,557 +161%
PA
348
Procyon Advisors
Connecticut
$2.94M +$461K +5,265 +16%
WAS
349
Wesleyan Assurance Society
United Kingdom
$2.94M
SC
350
Stance Capital
Massachusetts
$2.93M +$3.33M +38,017 New