OTIS icon

Otis Worldwide
OTIS

Overview Fund Activity

1,246 hedge funds and large institutions have $34.7B invested in Otis Worldwide in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 406 increasing their positions, 450 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,246
Holders Change
+18
Holders Change %
+1.47%
% of All Funds
16.71%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
122
Increased
406
Reduced
450
Closed
78
Calls
$50.9M
Puts
$35.3M
Net Calls
+$15.6M
Net Calls Change
-$32M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$282M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.81B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$200M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$114M
5
AQR Capital Management
AQR Capital Management
Connecticut
$113M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.19B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$802K
3
MMH
Menora Mivtachim Holdings
Israel
$347K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$274M
5
UBS Group
UBS Group
Switzerland
$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
226
Lincoln Capital
Nebraska
$7.3M +$35K +353 +0.5%
AIM
227
Artemis Investment Management
United Kingdom
$7.1M -$579K -5,850 -8%
AP
228
Antipodes Partners
Australia
$7.08M +$14.7K +148 +0.2%
YIH
229
Y-Intercept (HK)
Hong Kong
$7.02M +$4.9M +49,468 +231%
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$6.99M +$1.4M +14,151 +25%
MWM
231
Modera Wealth Management
New Jersey
$6.98M +$478K +4,824 +7%
Federated Hermes
232
Federated Hermes
Pennsylvania
$6.81M -$5.31M -53,626 -44%
X
233
Xponance
Pennsylvania
$6.73M +$890K +8,988 +15%
Calamos Advisors
234
Calamos Advisors
Illinois
$6.66M – – –
DAM
235
Delta Asset Management
Tennessee
$6.66M -$101K -1,015 -1%
AMI
236
Amica Mutual Insurance
Rhode Island
$6.63M – – –
URS
237
Utah Retirement Systems
Utah
$6.49M -$59.4K -600 -0.9%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$6.45M +$3.04M +30,725 +89%
Holocene Advisors
239
Holocene Advisors
New York
$6.44M -$18.6M -187,649 -74%
AIM
240
Achmea Investment Management
Netherlands
$6.44M -$414K -4,177 -6%
Osaic Holdings
241
Osaic Holdings
Arizona
$6.35M +$1.76M +18,469 +38%
Nordea Investment Management
242
Nordea Investment Management
Sweden
$6.29M +$225K +2,294 +4%
Bank Julius Baer & Co
243
Bank Julius Baer & Co
Switzerland
$6.2M -$1.13M -11,403 -15%
BCIM
244
British Columbia Investment Management
British Columbia, Canada
$6.16M -$1.4M -14,144 -19%
CB
245
Commerce Bank
Missouri
$6.12M -$125K -1,258 -2%
MCM
246
MAI Capital Management
Ohio
$6.1M -$6.04M -61,004 -50%
MML Investors Services
247
MML Investors Services
Massachusetts
$6.06M -$622K -6,282 -9%
YCM
248
Yousif Capital Management
Michigan
$5.94M -$72.1K -728 -1%
PFSRSONJ
249
Police & Firemen's Retirement System of New Jersey
New Jersey
$5.94M +$171K +1,726 +3%
FGP
250
Freestone Grove Partners
California
$5.87M +$5.87M +59,324 New
8 9
10
11 12