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Otis Worldwide

1,247 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
1,247
Holders Change
+19
Holders Change %
+1.55%
% 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
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$274M -$82.8M -836,466 -23%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$237M +$9.92M +100,193 +4%
Charles Schwab
28
Charles Schwab
California
$234M +$3.28M +33,086 +1%
Primecap Management
29
Primecap Management
California
$229M +$50.6M +511,230 +28%
Goldman Sachs
30
Goldman Sachs
New York
$223M +$32.9M +332,021 +17%
Deutsche Bank
31
Deutsche Bank
Germany
$208M +$52M +525,157 +33%
LCOV
32
London Company of Virginia
Virginia
$205M -$8.36M -84,423 -4%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$200M +$192M +1,941,378 +2,412%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$192M -$520K -5,248 -0.3%
GAM
35
Guinness Asset Management
United Kingdom
$191M +$2.78M +28,083 +1%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$186M -$1.1M -11,114 -0.6%
UIM
37
USS Investment Management
United Kingdom
$181M -$43.9M -443,336 -19%
UBS Group
38
UBS Group
Switzerland
$169M -$78.4M -792,256 -32%
FIS
39
Fundsmith Investment Services
Mauritius
$168M -$3.17M -31,968 -2%
Amundi
40
Amundi
France
$166M +$47.3M +474,082 +40%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$156M +$20.8M +210,416 +15%
BBHC
42
Brown Brothers Harriman & Co
New York
$147M +$38.9M +393,110 +36%
CF
43
Canoe Financial
Alberta, Canada
$146M -$3.2M -32,275 -2%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$140M +$8.51M +85,985 +6%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$134M -$9.73M -98,280 -7%
Citadel Advisors
46
Citadel Advisors
Florida
$132M +$29.5M +298,178 +29%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$128M +$62.8M +634,526 +96%
ClearBridge Investments
48
ClearBridge Investments
New York
$128M -$3.27M -33,049 -3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$119M +$7.04M +71,100 +6%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$114M +$114M +1,154,504 New