Otis Worldwide
OTIS
1,235 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.
6% less funds holding
Funds holding: 1,307 → 1,235 (-72)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$722M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$463M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$322M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$233M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSC
J. Stern & Co
London,
United Kingdom
|
-$3.34B |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$994M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$231M |
| 4 |
Millennium Management
New York
|
-$201M |
| 5 |
JP Morgan Chase
New York
|
-$199M |
OTIS Hedge Fund Activity: Q1 2026 in Review
1,235 of the 8,130 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.
- 1,235 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.