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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 %
FAM
1301
Flaharty Asset Management
Florida
– – -372 Closed
CA
1302
Continuum Advisory
Idaho
– – -314 Closed
WF
1303
Wayfinding Financial
Washington
– – -306 Closed
OCM
1304
Osterweis Capital Management
California
– – -255 Closed
HCP
1305
Hexagon Capital Partners
Arkansas
– – -229 Closed
MFS
1306
Mattson Financial Services
Michigan
– – -225 Closed
SCB
1307
Saudi Central Bank
Saudi Arabia
– – -157 Closed
MFA
1308
McClarren Financial Advisors
Pennsylvania
– – -117 Closed
CIAM
1309
Caitong International Asset Management
Hong Kong
– – -116 Closed
SFG
1310
Stonebridge Financial Group
Pennsylvania
– – -59 Closed
RJA
1311
Ross\Johnson & Associates
Minnesota
– – -40 Closed
AF
1312
Abound Financial
California
– – -37 Closed
GFPC
1313
Global Financial Private Client
Florida
– – -22 Closed
WPA
1314
West Paces Advisors
Georgia
– – -14 Closed
TCM
1315
Tradewinds Capital Management
Washington
– – -6 Closed
GP
1316
Greenline Partners
New York
– – -6 Closed
BMC
1317
Bear Mountain Capital
Washington
– – -6 Closed
IMC Chicago
1318
IMC Chicago
Illinois
– – – –
Wolverine Trading
1319
Wolverine Trading
Illinois
– – – –
FIA
1320
FNY Investment Advisers
New York
– – – –
Capstone Investment Advisors
1321
Capstone Investment Advisors
New York
– – – –
Walleye Trading
1322
Walleye Trading
New York
– – – –
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