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

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
CTWM
951
Cherry Tree Wealth Management
Minnesota
$77.9K
1CP
952
1015 Capital Partners
Pennsylvania
$77.7K -$87 -1 -0.1%
CAL
953
Capital Analysts LLC
Pennsylvania
$77K
ECM
954
Estabrook Capital Management
New York
$75.7K
BIAS
955
Beacon Investment Advisory Services
New Jersey
$74.9K +$85K +972 New
BTI
956
Blue Trust Inc
Georgia
$70.3K -$47.5K -543 -37%
GBT
957
Grove Bank & Trust
Florida
$69.6K -$4.81K -55 -6%
AGWCA
958
Annis Gardner Whiting Capital Advisors
Florida
$69.5K -$29.4K -336 -27%
MCM
959
MV Capital Management
Maryland
$69K -$875 -10 -1%
EPIMS
960
Evelyn Partners Investment Management Services
$67.7K
LSA
961
Leonteq Securities AG
Switzerland
$65.9K -$50.5K -577 -40%
HDIM
962
Hanson & Doremus Investment Management
Vermont
$65K -$13.1K -150 -15%
JEST
963
JTC Employer Solutions Trustee
Jersey
$64K
EWM
964
Evermay Wealth Management
Virginia
$63.4K
PSB
965
Piscataqua Savings Bank
New Hampshire
$63.4K
BLC
966
Brown, Lisle/Cummings
Rhode Island
$63.2K
CT
967
Clearstead Trust
Maine
$62.1K
SWM
968
Spire Wealth Management
Virginia
$60K +$6.39K +73 +10%
RF
969
Rossby Financial
Florida
$59.7K +$60.5K +692 +876%
FHC
970
First Horizon Corporation
Tennessee
$58.6K +$2.89K +33 +5%
CM
971
Capula Management
Cayman Islands
$58.6K +$66.5K +760 New
ETS
972
ESL Trust Services
New York
$57.8K
SC
973
Sawyer & Company
Massachusetts
$57.8K
PP
974
Pacifica Partners
Canada
$57.1K
CAM
975
Costello Asset Management
Pennsylvania
$56.5K +$437 +5 +0.7%