Otis Worldwide
OTIS
1,244 hedge funds and large institutions have $26.6B invested in Otis Worldwide in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 393 increasing their positions, 479 reducing their positions, and 164 closing their positions.
2.15% less ownership
Funds ownership: 90.76% → 88.61% (-2.1%)
5% less funds holding
Funds holding: 1,312 → 1,244 (-68)
14% less capital invested
Capital invested by funds: $30.9B → $26.6B (-$4.31B)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
18% less repeat investments, than reductions
Existing positions increased: 393 | Existing positions reduced: 479
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: 111 | Existing positions closed: 164
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 |
AllianceBernstein
Nashville,
Tennessee
|
-$994M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$231M |
| 3 |
Millennium Management
New York
|
-$201M |
| 4 |
JP Morgan Chase
New York
|
-$199M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$174M |
OTIS Hedge Fund Activity: Q1 2026 in Review
1,244 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q1 2026, worth a combined $26.6B — down 14% from $30.9B a quarter earlier.
Sellers outnumbered buyers: 164 funds closed out of OTIS and 111 opened new positions — a net loss of 53 holders — while 479 trimmed existing stakes and 393 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $722M. The largest seller was AllianceBernstein, cutting an estimated $994M.
- 1,244 institutional investors held Otis Worldwide (OTIS) as of Q1 2026, down from 1,312 in Q4 2025.
- Funds reported $26.6B of Otis Worldwide stock for Q1 2026, down 14% quarter-over-quarter.
- 111 funds opened new Otis Worldwide positions in Q1 2026 and 164 closed out, a net change of -53 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 AllianceBernstein, an estimated $994M sold.
Based on aggregated 13F filings for Q1 2026.