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Otis Worldwide

1,228 hedge funds and large institutions have $36B invested in Otis Worldwide in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 393 increasing their positions, 467 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
+12
Holders Change %
+0.99%
% of All Funds
16.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
130
Increased
393
Reduced
467
Closed
96
Calls
$63.6M
Puts
$15.9M
Net Calls
+$47.6M
Net Calls Change
-$84.2M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$257M -$31.8M -308,159 -11%
Charles Schwab
27
Charles Schwab
California
$241M +$3.03M +29,326 +1%
UIM
28
USS Investment Management
United Kingdom
$235M -$2.01M -19,458 -0.8%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$234M -$11.2M -110,040 -5%
LCOV
30
London Company of Virginia
Virginia
$222M -$9.34M -90,517 -4%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$200M -$16M -155,220 -7%
Goldman Sachs
32
Goldman Sachs
New York
$198M +$17.4M +168,692 +10%
GAM
33
Guinness Asset Management
United Kingdom
$196M -$5.24M -50,839 -3%
Primecap Management
34
Primecap Management
California
$186M -$701K -6,790 -0.4%
FIS
35
Fundsmith Investment Services
Mauritius
$178M -$4.27M -41,420 -2%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$172M -$107M -1,178,558 -38%
Deutsche Bank
37
Deutsche Bank
Germany
$162M -$12.8M -124,106 -7%
CF
38
Canoe Financial
Alberta, Canada
$155M +$48.5M +469,946 +45%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$150M -$26.8M -259,317 -15%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$141M +$1.79M +17,370 +1%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$137M -$5.59M -54,208 -4%
ClearBridge Investments
42
ClearBridge Investments
New York
$136M +$2.41M +23,399 +2%
Amundi
43
Amundi
France
$124M +$32M +307,220 +35%
Swiss National Bank
44
Swiss National Bank
Switzerland
$116M -$516K -5,000 -0.4%
Fayez Sarofim & Co
45
Fayez Sarofim & Co
Texas
$115M +$608K +5,890 +0.5%
Aviva
46
Aviva
United Kingdom
$114M +$171K +1,660 +0.2%
MMH
47
Menora Mivtachim Holdings
Israel
$114M -$138M -1,339,728 -55%
BBHC
48
Brown Brothers Harriman & Co
New York
$112M +$5.46M +52,916 +5%
Macquarie Group
49
Macquarie Group
Australia
$109M +$15.9M +153,868 +17%
Pictet Asset Management
50
Pictet Asset Management
Switzerland
$108M -$25.4M -246,309 -19%