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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
C
976
Covestor
United Kingdom
$56K -$62.6K -716 -50%
CSPIA
977
Cary Street Partners Investment Advisory
Virginia
$55.8K +$40.6K +464 +178%
BAM
978
Bellevue Asset Management
Washington
$55.2K
QC
979
Quent Capital
New York
$54.8K -$51.4K -588 -45%
MSFP
980
Mark Sheptoff Financial Planning
Connecticut
$54.7K
OC
981
Oakmont Corp
California
$54.3K
FLP
982
Financial Life Planners
Arizona
$54.2K +$61.5K +703 New
APW
983
Aventura Private Wealth
Florida
$54.1K -$5.86K -67 -9%
ZBNA
984
Zions Bancorporation, National Association
Utah
$52.3K -$2.98K -34 -5%
ITIM
985
Indiana Trust & Investment Management
Indiana
$52.1K
CA
986
CoreCap Advisors
Michigan
$51.5K -$612 -7 -1%
APW
987
Acima Private Wealth
Virginia
$50.1K
WETS
988
Wealth Enhancement Trust Services
South Dakota
$49.9K +$2.45K +28 +5%
CFFP
989
Center for Financial Planning
Michigan
$48.9K
CB
990
Community Bank
New York
$48.9K +$22.7K +260 +69%
CSB
991
City State Bank
Iowa
$48.1K
BW
992
Basepoint Wealth
Iowa
$47.9K +$1.84K +21 +3%
DFA
993
DHJJ Financial Advisors
Illinois
$47.8K
TFIPS
994
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.8K
SIM
995
Synergy Investment Management
Florida
$47.7K +$54.2K +619 New
RAM
996
Ramirez Asset Management
New York
$46.2K -$43.7K -500 -45%
SS
997
SBI Securities
Japan
$46K +$2.54K +29 +5%
SMBT
998
Southern Michigan Bank & Trust
Michigan
$45.9K +$52.1K +595 New
BONH
999
Bank of New Hampshire
New Hampshire
$44.6K -$87.5K -1,000 -63%
KFI
1000
Key Financial Inc
Pennsylvania
$44.6K