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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 %
HAP
1201
Harbor Asset Planning
Massachusetts
$3.18K +$3.18K +32 New
OAJ
1202
Ogorek Anthony Joseph
New York
$3K -$2.16K -23 -42%
DPW
1203
DiNuzzo Private Wealth
Pennsylvania
$2.97K -$198 -2 -6%
WCM
1204
WealthTrak Capital Management
Virginia
$2.97K – – –
FFL
1205
Financial Freedom LLC
Ohio
$2.77K – – –
PS
1206
Pinney & Scofield
Massachusetts
$2.71K – – –
MFT
1207
Moisand Fitzgerald Tamayo
Florida
$2.67K – – –
IHWM
1208
Iron Horse Wealth Management
Iowa
$2.67K – – –
PP
1209
PFS Partners
New Jersey
$2.64K – – –
RPA
1210
Redwood Park Advisors
California
$2.58K – – –
KG
1211
Kilter Group
New York
$2.58K +$2.58K +26 New
PCFFS
1212
Pacific Center for Financial Services
California
$2.48K – – –
AP
1213
Aspect Partners
Virginia
$2.48K +$495 +5 +25%
CCMI
1214
Creative Capital Management Investments
California
$2.38K – – –
BGA
1215
Battery Global Advisors
Massachusetts
$2.18K – – –
HFS
1216
Hughes Financial Services
Virginia
$2.17K -$2.09K -24 -49%
FMP
1217
Financial Management Professionals
Texas
$2.08K – – –
SRCM
1218
Signature Resources Capital Management
California
$2.08K – – –
NWM
1219
Navigoe Wealth Management
California
$2K – – –
EWA
1220
EQ Wealth Advisors
Texas
$1.98K – – –
API
1221
Asset Planning Inc
California
$1.98K – – –
PWA
1222
Principia Wealth Advisory
Texas
$1.88K +$495 +5 +36%
BHWM
1223
Bay Harbor Wealth Management
Maryland
$1.78K +$792 +8 +80%
VWA
1224
Valued Wealth Advisors
Utah
$1.68K – – –
DWM
1225
Dogwood Wealth Management
Kansas
$1.57K -$2.74K -28 -64%
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