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Otis Worldwide

1,231 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, 387 increasing their positions, 476 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

less funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

31% less call options, than puts

Call options by funds: $49.5M | Put options by funds: $71.6M

33% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 163

62% less capital invested

Capital invested by funds: $69.5B → $26.6B (-$42.9B)

Holders
1,231
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.5M
Puts
$71.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
551
Daymark Wealth Partners
Ohio
$743K
WT
552
Whittier Trust
California
$741K
SIC
553
Salem Investment Counselors
North Carolina
$732K
MFIM
554
Mesirow Financial Investment Management
Illinois
$728K
AAM
555
Azzad Asset Management
Virginia
$726K
GT
556
Greenleaf Trust
Michigan
$724K
BAM
557
Belpointe Asset Management
Nevada
$720K
SO
558
STRS Ohio
Ohio
$719K
DT
559
Diversified Trust
Tennessee
$719K
BIG
560
Brooklyn Investment Group
New York
$717K
BP
561
Ballentine Partners
Massachusetts
$717K
MYAM
562
Meiji Yasuda Asset Management
Japan
$714K
IAS
563
IMA Advisory Services
Colorado
$712K
SFA
564
Sequoia Financial Advisors
Ohio
$711K
BAM
565
Blueshift Asset Management
New Jersey
$710K
BCV
566
Banque Cantonale Vaudoise
Switzerland
$706K
BIM
567
Bridges Investment Management
Nebraska
$705K
TCWA
568
Turtle Creek Wealth Advisors
Texas
$700K
WC
569
Woodstock Corp
Massachusetts
$698K
HFBOT
570
Home Federal Bank of Tennessee
Tennessee
$698K
LNWTC
571
Laird Norton Wetherby Trust Company
Washington
$694K
DILIC
572
Dai-ichi Life Insurance Company
Japan
$688K
AssetMark Inc
573
AssetMark Inc
California
$683K
RT
574
Rockland Trust
Massachusetts
$683K
MCM
575
Monarch Capital Management
Indiana
$681K