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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
FMWA
551
Forvis Mazars Wealth Advisors
Missouri
$751K -$7.7K -88 -0.9%
TCA
552
Transcend Capital Advisors
New Jersey
$744K +$300K +3,427 +55%
DWP
553
Daymark Wealth Partners
Ohio
$743K +$42.5K +486 +5%
WT
554
Whittier Trust
California
$741K -$64.6K -738 -7%
SIC
555
Salem Investment Counselors
North Carolina
$732K
MFIM
556
Mesirow Financial Investment Management
Illinois
$728K +$394K +4,506 +91%
AAM
557
Azzad Asset Management
Virginia
$726K +$4.2K +48 +0.5%
GT
558
Greenleaf Trust
Michigan
$724K +$124K +1,421 +18%
BAM
559
Belpointe Asset Management
Nevada
$720K +$817K +9,336 New
SO
560
STRS Ohio
Ohio
$719K -$2.07M -23,714 -72%
DT
561
Diversified Trust
Tennessee
$719K +$183K +2,095 +29%
BIG
562
Brooklyn Investment Group
New York
$717K +$466K +5,321 +134%
BP
563
Ballentine Partners
Massachusetts
$717K +$45.5K +520 +6%
MYAM
564
Meiji Yasuda Asset Management
Japan
$714K +$70.9K +810 +10%
IAS
565
IMA Advisory Services
Colorado
$712K -$24.3K -278 -3%
SFA
566
Sequoia Financial Advisors
Ohio
$711K +$35.7K +408 +5%
BAM
567
Blueshift Asset Management
New Jersey
$710K +$471K +5,389 +141%
BCV
568
Banque Cantonale Vaudoise
Switzerland
$706K +$801K +9,157 New
BIM
569
Bridges Investment Management
Nebraska
$705K -$111K -1,271 -12%
TCWA
570
Turtle Creek Wealth Advisors
Texas
$700K +$14.8K +169 +2%
WC
571
Woodstock Corp
Massachusetts
$698K -$78.9K -902 -9%
HFBOT
572
Home Federal Bank of Tennessee
Tennessee
$698K -$10.9K -125 -1%
LNWTC
573
Laird Norton Wetherby Trust Company
Washington
$694K -$54.4K -622 -6%
DILIC
574
Dai-ichi Life Insurance Company
Japan
$688K
AssetMark Inc
575
AssetMark Inc
California
$683K +$50K +572 +7%