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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 %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$23.3M +$35.4K +357 +0.2%
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$22.8M +$480K +4,851 +2%
LPL Financial
128
LPL Financial
California
$22.6M -$748K -7,554 -3%
KK
129
KLP Kapitalforvaltning
Norway
$22.3M +$109K +1,100 +0.5%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.1M -$703K -7,099 -3%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$20.8M +$48.4K +489 +0.2%
WAM
132
Weiss Asset Management
Massachusetts
$20.6M +$20.6M +207,555 New
TD Asset Management
133
TD Asset Management
Ontario, Canada
$19.7M +$613K +6,192 +3%
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$19.6M -$3.11M -31,400 -14%
CIC
135
Carnegie Investment Counsel
Ohio
$19.4M +$194K +1,964 +1%
EGM
136
Engineers Gate Manager
New York
$19.3M +$19.3M +195,342 New
Axa
137
Axa
France
$18.7M -$675K -6,817 -3%
VLKIM
138
Van Lanschot Kempen Investment Management
Netherlands
$18.5M +$8.73M +88,194 +89%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$18.3M +$192K +1,938 +1%
Creative Planning
140
Creative Planning
Kansas
$18.1M +$1.51M +15,223 +9%
US Bancorp
141
US Bancorp
Minnesota
$17.8M -$982K -9,916 -5%
CIBC Asset Management
142
CIBC Asset Management
Ontario, Canada
$17.8M +$1.11M +11,170 +7%
DIA
143
Davidson Investment Advisors
Montana
$17.7M +$207K +2,093 +1%
Mackenzie Financial
144
Mackenzie Financial
Ontario, Canada
$17.6M -$256K -2,590 -1%
QCM
145
Quantinno Capital Management
New York
$17.3M -$1.57M -15,847 -8%
BPC
146
Banque Pictet & Cie
Switzerland
$17.2M -$4.08M -41,194 -19%
JF
147
Jump Financial
Illinois
$16.6M +$16.4M +165,328 +8,337%
Corient Private Wealth
148
Corient Private Wealth
Florida
$16.5M -$1.14M -11,557 -6%
CGI
149
Comgest Global Investors
France
$16.5M -$1.07M -10,764 -6%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$16.4M +$2.06M +20,836 +14%
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