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Otis Worldwide
OTIS

Overview Fund Activity

1,240 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 77 closing their positions.

Holders
1,240
Holders Change
+12
Holders Change %
+0.98%
% of All Funds
16.64%
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
77
Calls
$23.9M
Puts
$15.6M
Net Calls
+$8.29M
Net Calls Change
-$39.3M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$282M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.81B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$200M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$114M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$113M

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 %
ET
151
Equitable Trust
Tennessee
$16.4M 165,134 -17,648 -10%
Asset Management One
152
Asset Management One
Japan
$16.3M 164,439 +4,007 +2%
BNP Paribas Asset Management
153
BNP Paribas Asset Management
France
$16.2M 163,870 -345,262 -68%
M&T Bank
154
M&T Bank
New York
$15.6M 157,575 -22,655 -13%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$15.5M 158,568 -4,158 -3%
SGK
156
Steigerwald Gordon & Koch
Virginia
$15.4M 155,634 +237 +0.2%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$14.8M 149,639 +9,963 +7%
MSV
158
MN Services Vermogensbeheer
Netherlands
$14.7M 148,100 – –
DnB Asset Management
159
DnB Asset Management
Norway
$14.6M 146,987 -8,474 -5%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$14.4M 145,071 -6,191 -4%
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$14.3M 144,143 +94,140 +188%
AAS
162
AdviceOne Advisory Services
Connecticut
$14.2M 143,049 +927 +0.7%
IMRF
163
Illinois Municipal Retirement Fund
Illinois
$14.1M 141,893 -45,564 -24%
RAM
164
Resona Asset Management
Japan
$14M 141,534 +17,701 +14%
TI
165
Trexquant Investment
Connecticut
$13.8M 139,334 +133,999 +2,512%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$13.7M 137,600 +105,956 +335%
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5M 135,937 +9,646 +8%
Skandinaviska Enskilda Banken (SEB)
168
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.4M 135,430 -2,061 -1%
EAM
169
Erste Asset Management
Austria
$13.1M 134,013 +46,384 +53%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$13M 131,567 +92,770 +239%
FMI
171
Factory Mutual Insurance
Massachusetts
$13M 130,800 – –
FRAF
172
Första AP-fonden
Sweden
$12.9M 130,600 -500 -0.4%
Nomura Asset Management
173
Nomura Asset Management
Japan
$12.9M 130,360 -32,819 -20%
Brown Advisory
174
Brown Advisory
Maryland
$12.9M 129,942 -7,894 -6%
State of New Jersey Common Pension Fund D
175
State of New Jersey Common Pension Fund D
New Jersey
$12.8M 128,861 – –
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7
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