Otis Worldwide
OTIS
1,220 hedge funds and large institutions have $25.5B invested in Otis Worldwide in 2026 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 425 increasing their positions, 453 reducing their positions, and 123 closing their positions.
4.15% more ownership
Funds ownership: 88.58% → 92.73% (+4.2%)
8% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 123
4% less capital invested
Capital invested by funds: $26.6B → $25.5B (-$1.08B)
6% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 453
2% less funds holding
Funds holding: 1,241 → 1,220 (-21)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
26% less call options, than puts
Call options by funds: $34.5M | Put options by funds: $46.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$356M |
| 2 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$310M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$232M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$159M |
| 5 |
D.E. Shaw & Co
New York
|
+$148M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$261M |
| 2 |
Fundsmith LLP
London,
United Kingdom
|
-$211M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$204M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$188M |
| 5 |
Morgan Stanley
New York
|
-$149M |
OTIS Hedge Fund Activity: Q2 2026 in Review
1,220 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2026, worth a combined $25.5B — down 4.1% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new OTIS positions and 123 closed out — a net gain of 10 holders — while 425 added to existing stakes and 453 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $356M. The largest seller was Massachusetts Financial Services, cutting an estimated $261M.
- 1,220 institutional investors held Otis Worldwide (OTIS) as of Q2 2026, down from 1,241 in Q1 2026.
- Funds reported $25.5B of Otis Worldwide stock for Q2 2026, down 4.1% quarter-over-quarter.
- 133 funds opened new Otis Worldwide positions in Q2 2026 and 123 closed out, a net change of +10 holders.
- The largest Otis Worldwide buyer in Q2 2026 was ClearBridge Investments, an estimated $356M added.
- The largest Otis Worldwide seller in Q2 2026 was Massachusetts Financial Services, an estimated $261M sold.
Based on aggregated 13F filings for Q2 2026.