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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
TPWA
1101
Twin Peaks Wealth Advisors
California
$11.1K +$12.6K +144 New
CT
1102
Coastline Trust
Rhode Island
$10.9K +$4.55K +52 +58%
CB
1103
CNB Bank
Pennsylvania
$10.9K
FFA
1104
Frazier Financial Advisors
Ohio
$10.8K
SWM
1105
SHP Wealth Management
Massachusetts
$10.7K +$3.41K +39 +39%
AAG
1106
Armstrong Advisory Group
Massachusetts
$10.6K
FCT
1107
First Community Trust
Iowa
$10.5K -$26.2K -300 -69%
CYG
1108
Clean Yield Group
Vermont
$10.3K
WAG
1109
Wilkerson Advisory Group
Missouri
$10.1K +$4.64K +53 +68%
JWM
1110
JPL Wealth Management
Colorado
$9.94K +$11.3K +129 New
SIC
1111
SJS Investment Consulting
Ohio
$9.87K -$22.6K -258 -67%
PMFA
1112
Plante Moran Financial Advisors
Michigan
$9.78K -$9.62K -110 -46%
WA
1113
Whipplewood Advisors
Colorado
$9.48K +$10.8K +123 New
CCM
1114
Chilton Capital Management
Texas
$9.17K -$5.25K -60 -34%
SN
1115
Sittner & Nelson
Oregon
$9.1K
TSMHT
1116
Thurston Springer Miller Herd & Titak
Indiana
$8.98K -$5.34K -61 -34%
DCM
1117
Dorato Capital Management
Colorado
$8.75K
CFS
1118
CGC Financial Services
Oregon
$8.48K
MHR
1119
Matthew Hamilton Rosenberg
$8.25K
SR
1120
Swiss Re
Switzerland
$8.02K
CFG
1121
CKW Financial Group
Hawaii
$8K +$87 +1 +1%
CIAS
1122
CBIZ Investment Advisory Services
Ohio
$7.71K
GWSA
1123
Global Wealth Strategies & Associates
Colorado
$7.71K
KTC
1124
Kentucky Trust Company
Kentucky
$7.71K
LC
1125
Lavaca Capital
Texas
$7.71K