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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 %
IP
251
Interval Partners
New York
$5.86M +$5.86M +59,186 New
NYLIM
252
New York Life Investment Management
New York
$5.84M +$42.5K +429 +0.7%
KeyBank National Association
253
KeyBank National Association
Ohio
$5.76M -$107K -1,077 -2%
AUB
254
Atlantic Union Bankshares
Virginia
$5.75M +$1.87M +18,881 +48%
BCM
255
BTC Capital Management
Iowa
$5.75M +$36.3K +367 +0.6%
BP
256
BNP Paribas
France
$5.68M -$150K -1,535 -3%
FGP
257
Foyston, Gordon, & Payne
Ontario, Canada
$5.63M +$46.7K +472 +0.8%
VanEck Associates
258
VanEck Associates
New York
$5.62M +$86.1K +870 +2%
SSWM
259
Sheets Smith Wealth Management
North Carolina
$5.56M – – –
DADC
260
D.A. Davidson & Co
Montana
$5.52M +$91.1K +920 +2%
CDDEC
261
Caisse Des Depots Et Consignations
France
$5.48M +$1.23M +12,380 +29%
GWM
262
Graybill Wealth Management
Illinois
$5.45M +$117K +1,179 +2%
FDP
263
Financiere des Professionnels
Quebec, Canada
$5.38M -$359K -3,625 -6%
QCM
264
Qsemble Capital Management
New York
$5.32M +$3.86M +38,961 +264%
BFS
265
Bradley Foster & Sargent
Connecticut
$5.27M -$1.02M -10,276 -16%
EMPI
266
Elo Mutual Pension Insurance
Finland
$5.21M +$252K +2,549 +5%
NRD
267
Nebula Research & Development
New York
$5.19M +$3.7M +37,334 +247%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$5.16M -$515K -5,198 -9%
GLF
269
Groupe la Francaise
France
$5.09M +$813K +8,248 +19%
EI
270
Ethic Inc
New York
$5.06M -$1.61M -16,545 -24%
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$5.03M -$21.7K -219 -0.4%
GIA
272
Gateway Investment Advisers
Ohio
$5.02M -$198 -2 -0%
FAN
273
Financial Advisors Network
California
$4.99M +$245K +2,478 +5%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$4.96M +$515K +5,200 +12%
CWM
275
CIBC World Markets
New York
$4.92M +$172K +1,740 +4%
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