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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
15.2%
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
BlackRock
1
BlackRock
New York
$2.48B -$119M -1,356,768 -4%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.95B +$2.21B +25,256,005 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$1.52B +$1.72B +19,701,892 New
State Street
4
State Street
Massachusetts
$1.25B +$6.41M +73,306 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$999M +$24.9M +284,245 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$964M +$146M +1,663,105 +15%
Franklin Resources
7
Franklin Resources
California
$888M +$322M +3,678,803 +47%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$681M +$722M +8,247,015 +1,393%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$615M +$463M +5,294,456 +197%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$598M +$66.2M +757,201 +11%
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$454M +$106M +1,206,711 +26%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$375M -$13.4M -153,156 -3%
PAM
13
PineStone Asset Management
Quebec, Canada
$346M -$16.3M -186,115 -4%
BCF
14
BLS Capital Fondsmaeglerselskab
Denmark
$338M -$25.4M -290,493 -6%
AllianceBernstein
15
AllianceBernstein
Tennessee
$334M -$994M -11,360,666 -75%
Northern Trust
16
Northern Trust
Illinois
$313M -$3.29M -37,624 -0.9%
Invesco
17
Invesco
Georgia
$306M +$5.73M +65,533 +2%
VanEck Associates
18
VanEck Associates
New York
$306M -$3.02M -34,492 -0.9%
JP Morgan Chase
19
JP Morgan Chase
New York
$287M -$199M -2,278,675 -38%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$271M -$7.99M -91,350 -3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$266M +$34.9M +399,430 +13%
UBS AM
22
UBS AM
Illinois
$255M +$27.9M +318,500 +11%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$251M +$233M +2,661,453 +444%
Goldman Sachs
24
Goldman Sachs
New York
$228M +$58.1M +664,397 +29%
Capital Research Global Investors
25
Capital Research Global Investors
California
$221M +$2.53M +28,968 +1%