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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
CCM
776
Copeland Capital Management
Pennsylvania
$267K +$46.7K +534 +18%
AP
777
Americana Partners
Texas
$264K +$1.31K +15 +0.4%
BIA
778
Bell Investment Advisors
California
$263K
VFA
779
Valeo Financial Advisors
Indiana
$262K -$115K -1,316 -28%
GDP
780
Great Diamond Partners
Maine
$262K -$4.64K -53 -2%
KA
781
Kintegral Advisory
New York
$261K -$13.1K -150 -4%
CW
782
CreativeOne Wealth
Kansas
$261K +$40.2K +460 +16%
AG
783
Ascent Group
Virginia
$260K +$40.8K +466 +16%
FNB
784
Farmers National Bank
Kentucky
$260K
IFG
785
Independent Financial Group
California
$259K -$89.5K -1,023 -23%
WS
786
Wedbush Securities
California
$259K -$279K -3,194 -49%
SPI
787
Strategic Planning Inc
Ohio
$258K +$1.49K +17 +0.5%
FIM
788
Fruth Investment Management
Texas
$258K -$4.64K -53 -2%
NB
789
Northwest Bancshares
Pennsylvania
$258K -$7.61K -87 -3%
HCM
790
Howland Capital Management
Massachusetts
$256K
AA
791
Addison Advisors
Vermont
$254K -$14K -160 -5%
DMBA
792
Deseret Mutual Benefit Administrators
Utah
$254K +$128K +1,460 +79%
AWM
793
Aberdeen Wealth Management
Illinois
$254K
BWAM
794
Boyd Watterson Asset Management
Ohio
$253K +$5.69K +65 +2%
ACA
795
Aptus Capital Advisors
Alabama
$252K -$200K -2,282 -41%
FCBT
796
First Citizens Bank & Trust
North Carolina
$252K -$1.66K -19 -0.6%
RCA
797
Resonant Capital Advisors
Wisconsin
$251K -$875 -10 -0.3%
OFA
798
Orographic Financial Advisors
Colorado
$251K +$285K +3,259 New
NAM
799
NorthCrest Asset Manangement
Minnesota
$251K -$401K -4,588 -59%
EI
800
Ellevest Inc
New York
$251K -$10.8K -123 -4%