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
FCMC
1326
Founders Capital Management (Connecticut)
Connecticut
-$222K -2,537 Closed
ESB
1327
Essex Savings Bank
Connecticut
-$221K -2,535 Closed
KFS
1328
Keynote Financial Services
Connecticut
-$221K -2,532 Closed
SCA
1329
Stonebridge Capital Advisors
Minnesota
-$221K -2,526 Closed
DIA
1330
Dana Investment Advisors
Wisconsin
-$220K -2,520 Closed
PAS
1331
PKS Advisory Services
New York
-$220K -2,513 Closed
SFP
1332
Sterling Financial Planning
New Jersey
-$220K -2,513 Closed
LIM
1333
Leavell Investment Management
Alabama
-$219K -2,502 Closed
FLPIM
1334
F.L. Putnam Investment Management
Massachusetts
-$217K -2,481 Closed
FCM
1335
Fieldview Capital Management
Michigan
-$216K -2,477 Closed
PFS
1336
Prospera Financial Services
Texas
-$216K -2,472 Closed
MPIA
1337
Mountain Pacific Investment Advisers
Idaho
-$214K -2,455 Closed
PPWP
1338
Premier Path Wealth Partners
New Jersey
-$211K -2,418 Closed
FTC
1339
Farmers Trust Company
Ohio
-$211K -2,417 Closed
DWT
1340
Dorsey & Whitney Trust
South Dakota
-$209K -2,387 Closed
PA
1341
PharVision Advisers
Florida
-$208K -2,385 Closed
MCA
1342
MSH Capital Advisors
Arizona
-$208K -2,376 Closed
CAM
1343
Claret Asset Management
Quebec, Canada
-$207K -2,369 Closed
EFSCE
1344
Enterprise Financial Services Corp (EFSC)
Missouri
-$206K -2,363 Closed
LWPC
1345
Legacy Wealth Partners (Colorado)
Colorado
-$206K -2,359 Closed
CA
1346
Capital Advantage
California
-$206K -2,355 Closed
LI
1347
LMCG Investments
Massachusetts
-$204K -2,341 Closed
SL
1348
Sentry LLC
Tennessee
-$205K -2,341 Closed
DAS
1349
Dynamic Advisor Solutions
Arizona
-$204K -2,339 Closed
SIG
1350
Sky Investment Group
Connecticut
-$203K -2,326 Closed