Otis Worldwide
OTIS
1,232 hedge funds and large institutions have $25.6B invested in Otis Worldwide in 2026 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 431 increasing their positions, 456 reducing their positions, and 124 closing their positions.
4.34% more ownership
Funds ownership: 88.61% → 92.95% (+4.3%)
8% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 124
1% less funds holding
Funds holding: 1,244 → 1,232 (-12)
4% less capital invested
Capital invested by funds: $26.6B → $25.6B (-$1.03B)
5% less repeat investments, than reductions
Existing positions increased: 431 | Existing positions reduced: 456
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
1,232 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2026, worth a combined $25.6B — down 3.9% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new OTIS positions and 124 closed out — a net gain of 10 holders — while 431 added to existing stakes and 456 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $356M. The largest seller was Massachusetts Financial Services, cutting an estimated $261M.
- 1,232 institutional investors held Otis Worldwide (OTIS) as of Q2 2026, down from 1,244 in Q1 2026.
- Funds reported $25.6B of Otis Worldwide stock for Q2 2026, down 3.9% quarter-over-quarter.
- 134 funds opened new Otis Worldwide positions in Q2 2026 and 124 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.