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Otis Worldwide
OTIS

Overview Fund Activity

1,241 hedge funds and large institutions have $34.3B invested in Otis Worldwide in 2025 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 403 increasing their positions, 449 reducing their positions, and 76 closing their positions.

Holders
1,241
Holders Change
+13
Holders Change %
+1.06%
% of All Funds
16.67%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
121
Increased
403
Reduced
449
Closed
76
Calls
$23.9M
Puts
$15.6M
Net Calls
+$8.29M
Net Calls Change
-$39.3M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$722M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$282M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.81B
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$200M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$114M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.19B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$802K
3
MMH
3
Menora Mivtachim Holdings
Israel
$347K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$274M
5
UBS Group
5
UBS Group
Switzerland
$169M
Name Market Value Shares Shares
Change 		Shares
Change %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$34M 343,158 +17,283 +5%
Cerity Partners
102
Cerity Partners
New York
$33.8M 341,824 +8,455 +3%
JSSH
103
J. Safra Sarasin Holding
$33.6M 339,390 +8,079 +2%
American Century Companies
104
American Century Companies
Missouri
$33.3M 336,121 -8,581 -2%
Prudential Financial
105
Prudential Financial
New Jersey
$33.3M 336,080 +120,316 +56%
Aberdeen Group
106
Aberdeen Group
United Kingdom
$33M 333,464 +13,614 +4%
CET
107
Clean Energy Transition
United Kingdom
$32.6M 329,007 +329,007 New
Capital Fund Management (CFM)
108
Capital Fund Management (CFM)
France
$32.5M 328,703 +127,860 +64%
HF
109
HRT Financial
New York
$30.3M 306,471 +24,767 +9%
Ameriprise
110
Ameriprise
Minnesota
$29.9M 301,778 +53,868 +22%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$28.6M 288,947 -26 -0%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$28.2M 284,942 +40,296 +16%
UM
113
UniSuper Management
Australia
$28.2M 284,900 +14,270 +5%
KBC Group
114
KBC Group
Belgium
$27.8M 280,587 -5,041 -2%
Universal-Beteiligungs- und Servicegesellschaft
115
Universal-Beteiligungs- und Servicegesellschaft
Germany
$27.8M 280,275 -27,167 -9%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$26.6M 268,663 -507,588 -65%
QPBE
117
Quintet Private Bank (Europe)
Luxembourg
$25.9M 261,722 -28,214 -10%
WF
118
Welch & Forbes
Massachusetts
$25.5M 257,312 -6,631 -3%
Raymond James Financial
119
Raymond James Financial
Florida
$25.2M 254,207 +6,043 +2%
Swedbank
120
Swedbank
Sweden
$24.1M 243,842 +18,700 +8%
AAF
121
Andra AP-fonden
Sweden
$23.7M 238,934 +64,900 +37%
APG Asset Management
122
APG Asset Management
Netherlands
$23.5M 278,387 +8,404 +3%
New York State Common Retirement Fund
123
New York State Common Retirement Fund
New York
$23.4M 236,306 -1,602 -0.7%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$23.3M 235,322 +357 +0.2%
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
$22.8M 230,142 +4,851 +2%
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5
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