We are live on ! Find out more
OTIS icon

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
CCM
776
Copeland Capital Management
Pennsylvania
$267K
AP
777
Americana Partners
Texas
$264K
BIA
778
Bell Investment Advisors
California
$263K
VFA
779
Valeo Financial Advisors
Indiana
$262K
GDP
780
Great Diamond Partners
Maine
$262K
KA
781
Kintegral Advisory
New York
$261K
CW
782
CreativeOne Wealth
Kansas
$261K
AG
783
Ascent Group
Virginia
$260K
FNB
784
Farmers National Bank
Kentucky
$260K
IFG
785
Independent Financial Group
California
$259K
WS
786
Wedbush Securities
California
$259K
SPI
787
Strategic Planning Inc
Ohio
$258K
FIM
788
Fruth Investment Management
Texas
$258K
NB
789
Northwest Bancshares
Pennsylvania
$258K
HCM
790
Howland Capital Management
Massachusetts
$256K
AA
791
Addison Advisors
Vermont
$254K
DMBA
792
Deseret Mutual Benefit Administrators
Utah
$254K
AWM
793
Aberdeen Wealth Management
Illinois
$254K
BWAM
794
Boyd Watterson Asset Management
Ohio
$253K
ACA
795
Aptus Capital Advisors
Alabama
$252K
FCBT
796
First Citizens Bank & Trust
North Carolina
$252K
RCA
797
Resonant Capital Advisors
Wisconsin
$251K
OFA
798
Orographic Financial Advisors
Colorado
$251K
NAM
799
NorthCrest Asset Manangement
Minnesota
$251K
EI
800
Ellevest Inc
New York
$251K