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Otis Worldwide
OTIS

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: 1,307 → 1,234 (-73)

12.02% less ownership

Funds ownership: 100.59% → 88.58% (-12%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$722M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$463M
3
Franklin Resources
Franklin Resources
California
+$322M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$233M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$146M

Top Sellers

1
JSC
J. Stern & Co
United Kingdom
-$3.34B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$994M
3
Marshall Wace
Marshall Wace
United Kingdom
-$231M
4
Millennium Management
Millennium Management
New York
-$201M
5
JP Morgan Chase
JP Morgan Chase
New York
-$199M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
526
Neville Rodie & Shaw
New York
$856K – – –
MGP
527
Metis Global Partners
California
$851K -$118K -1,354 -11%
MK
528
MASTERINVEST Kapitalanlage
$842K – – –
HP
529
Holowesko Partners
Bahamas
$840K – – –
MSA
530
MUFG Securities Americas
New York
$829K +$22.5K +257 +2%
TSWM
531
Triangle Securities Wealth Management
North Carolina
$824K -$80.7K -922 -8%
PWP
532
Principle Wealth Partners
Connecticut
$823K -$42K -480 -4%
BFG
533
Bleakley Financial Group
New Jersey
$814K -$45.3K -518 -5%
SAM
534
Securian Asset Management
Minnesota
$809K -$8.75K -100 -0.9%
UCFA
535
United Capital Financial Advisors
Texas
$803K -$140K -1,595 -13%
KRSITF
536
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$802K – – –
ATC
537
Argent Trust Co
Tennessee
$785K +$25.7K +294 +3%
LAIC
538
Lederer & Associates Investment Counsel
California
$784K +$7.87K +90 +0.9%
MLL
539
Moody Lynn & Lieberson
Massachusetts
$782K -$18.8K -215 -2%
ETC
540
Exchange Traded Concepts
Oklahoma
$778K +$754K +8,614 +585%
OAM
541
Oxford Asset Management
United Kingdom
$776K -$462K -5,279 -34%
AAM
542
Advisors Asset Management
Colorado
$774K -$243K -2,773 -22%
SCTC
543
Sanibel Captiva Trust Company
Florida
$771K +$11.1K +127 +1%
IWC
544
Integrated Wealth Concepts
Massachusetts
$766K +$210K +2,395 +32%
GAM
545
Groupama Asset Management
France
$759K +$612K +6,999 +246%
AWM
546
Apollon Wealth Management
South Carolina
$758K +$256K +2,926 +42%
P
547
&Partners
Tennessee
$755K +$67.9K +776 +9%
SCA
548
Snowden Capital Advisors
New York
$755K -$82K -937 -9%
AWP
549
Ascent Wealth Partners
New York
$752K +$20.5K +234 +2%
CFG
550
Cooper Financial Group
California
$751K -$12.7K -145 -1%
20 21
22
23 24

OTIS Hedge Fund Activity: Q1 2026 in Review

1,234 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q1 2026, worth a combined $26.6B — down 62% from $69.5B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of OTIS and 110 opened new positions — a net loss of 52 holders — while 478 trimmed existing stakes and 388 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $722M. The largest seller was J. Stern & Co, cutting an estimated $3.34B.

  • 1,234 institutional investors held Otis Worldwide (OTIS) as of Q1 2026, down from 1,307 in Q4 2025.
  • Funds reported $26.6B of Otis Worldwide stock for Q1 2026, down 62% quarter-over-quarter.
  • 110 funds opened new Otis Worldwide positions in Q1 2026 and 162 closed out, a net change of -52 holders.
  • The largest Otis Worldwide buyer in Q1 2026 was T. Rowe Price Associates, an estimated $722M added.
  • The largest Otis Worldwide seller in Q1 2026 was J. Stern & Co, an estimated $3.34B sold.

Based on aggregated 13F filings for Q1 2026.