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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
MCM
876
Mengis Capital Management
Oregon
$204K
BHBT
877
Burke & Herbert Bank & Trust
Virginia
$204K
MBT
878
Montecito Bank & Trust
California
$203K
RP
879
Riverwater Partners
Wisconsin
$203K -$4.64K -53 -2%
SACTSONJ
880
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$203K -$145K -1,661 -39%
PAM
881
Panagora Asset Management
Massachusetts
$202K
RS
882
R Squared
Hong Kong
$202K -$1.3M -14,841 -85%
EWA
883
EverSource Wealth Advisors
Alabama
$202K -$200K -2,288 -47%
IAAG
884
Innovative Asset Advisors Group
Connecticut
$202K +$229K +2,617 New
KCIC
885
Kuhn & Co Investment Counsel
Illinois
$201K
MG
886
Mather Group
Illinois
$197K -$63.5K -726 -22%
NECFA
887
New England Capital Financial Advisors
Connecticut
$195K -$9.1K -104 -4%
VNT
888
Vanguard National Trust
Pennsylvania
$194K +$220K +2,516 New
CHC
889
City Holding Co
West Virginia
$188K -$41.4K -473 -16%
WTA
890
Washington Trust Advisors
Massachusetts
$183K +$6.74K +77 +3%
MNA
891
Manning & Napier Advisors
New York
$183K
WSC
892
Wellington Shields & Co
New York
$181K
MPWT
893
MassMutual Private Wealth & Trust
Connecticut
$175K -$39.7K -454 -17%
SVCP
894
Silicon Valley Capital Partners
California
$175K
CLOS
895
Compagnie Lombard Odier SCmA
Switzerland
$175K
Los Angeles Capital Management
896
Los Angeles Capital Management
California
$172K -$4.66M -53,265 -96%
PCM
897
Penserra Capital Management
California
$171K +$6.04K +69 +3%
TIAA Trust, National Association
898
TIAA Trust, National Association
North Carolina
$168K -$972K -11,110 -84%
SAM
899
Smartleaf Asset Management
Massachusetts
$162K -$14.6K -167 -7%
NF
900
Napier Financial
Massachusetts
$160K +$182K +2,080 New