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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
OWA
926
Opal Wealth Advisors
New York
$113K +$128K +1,468 New
MCM
927
Manchester Capital Management
Vermont
$112K +$175 +2 +0.1%
FDCP
928
Foster Dykema Cabot & Partners
Massachusetts
$105K
FMTCOCP
929
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K -$4.38K -50 -4%
SDIC
930
South Dakota Investment Council
South Dakota
$104K +$118K +1,350 New
PFBT
931
Parkside Financial Bank & Trust
Missouri
$102K -$12.7K -145 -10%
CH
932
Cromwell Holdings
Wyoming
$99.7K +$700 +8 +0.6%
RMC
933
Resources Management Corp
Connecticut
$99K
SC
934
Steph & Co
Wisconsin
$97.2K
RFP
935
Root Financial Partners
California
$96.7K +$81K +926 +282%
AIM
936
Anchor Investment Management
South Carolina
$93.6K +$87 +1 +0.1%
WB
937
Webster Bank
Connecticut
$93.1K -$2.19K -25 -2%
EPAM
938
Evelyn Partners Asset Management
$89.3K +$49K +560 +93%
ADL
939
Asset Dedication LLC
California
$88.3K -$31.2K -357 -24%
CSC
940
Caldwell Sutter Capital
California
$87.9K -$10.9K -125 -10%
CFO
941
CVA Family Office
Colorado
$87.5K -$10.9K -125 -10%
FC
942
Financial Consulate
Maryland
$86.5K -$27.6K -316 -22%
PAM
943
Parvin Asset Management
South Dakota
$85.7K
UIA
944
Ulland Investment Advisors
Minnesota
$85K -$437 -5 -0.4%
BSB
945
Bangor Savings Bank
Maine
$84.9K
EPIM
946
Evelyn Partners Investment Management
$83.2K -$42.4K -485 -31%
OL
947
OneFund LLC
Florida
$82.9K -$8.22K -94 -8%
FFC
948
First Financial Corp
Indiana
$81.9K +$2.19K +25 +2%
AEPWM
949
Atlantic Edge Private Wealth Management
Florida
$80.2K
GWP
950
Gen-Wealth Partners
Michigan
$79K