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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

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

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
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
FMWA
551
Forvis Mazars Wealth Advisors
Missouri
$751K
TCA
552
Transcend Capital Advisors
New Jersey
$744K
DWP
553
Daymark Wealth Partners
Ohio
$743K
WT
554
Whittier Trust
California
$741K
SIC
555
Salem Investment Counselors
North Carolina
$732K
MFIM
556
Mesirow Financial Investment Management
Illinois
$728K
AAM
557
Azzad Asset Management
Virginia
$726K
GT
558
Greenleaf Trust
Michigan
$724K
BAM
559
Belpointe Asset Management
Nevada
$720K
SO
560
STRS Ohio
Ohio
$719K
DT
561
Diversified Trust
Tennessee
$719K
BIG
562
Brooklyn Investment Group
New York
$717K
BP
563
Ballentine Partners
Massachusetts
$717K
MYAM
564
Meiji Yasuda Asset Management
Japan
$714K
IAS
565
IMA Advisory Services
Colorado
$712K
SFA
566
Sequoia Financial Advisors
Ohio
$711K
BAM
567
Blueshift Asset Management
New Jersey
$710K
BCV
568
Banque Cantonale Vaudoise
Switzerland
$706K
BIM
569
Bridges Investment Management
Nebraska
$705K
TCWA
570
Turtle Creek Wealth Advisors
Texas
$700K
WC
571
Woodstock Corp
Massachusetts
$698K
HFBOT
572
Home Federal Bank of Tennessee
Tennessee
$698K
LNWTC
573
Laird Norton Wetherby Trust Company
Washington
$694K
DILIC
574
Dai-ichi Life Insurance Company
Japan
$688K
AssetMark Inc
575
AssetMark Inc
California
$683K