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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
RT
576
Rockland Trust
Massachusetts
$683K -$100K -1,145 -11%
MCM
577
Monarch Capital Management
Indiana
$681K -$4.38K -50 -0.6%
TCOT
578
Trust Company of Toledo
Ohio
$670K -$31.9K -365 -4%
PTCG
579
Pring Turner Capital Group
California
$662K
CPC
580
Cookson Peirce & Co
Pennsylvania
$656K +$83.2K +951 +13%
AWA
581
Arkadios Wealth Advisors
Georgia
$655K +$23.2K +265 +3%
BS
582
Banco Santander
Spain
$654K -$2.34M -26,780 -76%
AP
583
Anchyra Partners
Georgia
$644K -$12.1K -138 -2%
OIA
584
OneDigital Investment Advisors
Kansas
$643K -$270K -3,091 -27%
OC
585
Oppenheimer & Co
New York
$639K -$2.89K -33 -0.4%
Fidelity International
586
Fidelity International
Bermuda
$637K +$723K +8,260 New
JIC
587
Johnson Investment Counsel
Ohio
$625K -$29K -331 -4%
DBIA
588
Dumont & Blake Investment Advisors
New Jersey
$623K -$9.62K -110 -1%
VI
589
Vestcor Inc
New Brunswick, Canada
$604K
IIA
590
ICW Investment Advisors
Arizona
$598K +$57K +652 +9%
CIA
591
Concurrent Investment Advisors
Florida
$592K -$137K -1,564 -17%
SIA
592
Sit Investment Associates
Minnesota
$592K
ANBT
593
American National Bank & Trust
Texas
$584K +$28.9K +330 +5%
OAM
594
Ostrum Asset Management
France
$584K -$322K -3,686 -33%
BHIA
595
Birch Hill Investment Advisors
Massachusetts
$581K
VT
596
Vise Technologies
New York
$574K
CWP
597
Curated Wealth Partners
California
$573K
FMB
598
Field & Main Bank
Kentucky
$571K -$13.1K -150 -2%
EWA
599
EP Wealth Advisors
California
$571K +$11.2K +128 +2%
FCM
600
Fire Capital Management
California
$566K