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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 %
MCM
176
Mill Capital Management
North Carolina
$12.7M +$41.9K +423 +0.3%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$12.4M +$1.14M +11,524 +10%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.4M -$198K -1,996 -2%
LF
179
Lansforsakringar Fondforvaltning
Sweden
$12.2M -$827K -8,353 -6%
PI
180
PineBridge Investments
New York
$11.9M +$9.56M +96,578 +401%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$11.9M +$358K +3,619 +3%
GAM
182
Gotham Asset Management
New York
$11.7M -$1.96M -19,759 -14%
BWP
183
Baldwin Wealth Partners
Massachusetts
$11.6M +$11.6M +117,312 New
ASRS
184
Arizona State Retirement System
Arizona
$11.5M -$156K -1,571 -1%
MG
185
Markel Group
Virginia
$11.3M – – –
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$11.1M +$7.92M +80,000 +249%
AIA
187
Allied Investment Advisors
Montana
$11.1M +$263K +2,661 +2%
Impax Asset Management Group
188
Impax Asset Management Group
United Kingdom
$10.9M +$1.31M +13,194 +14%
CCM
189
Coerente Capital Management
Ontario, Canada
$10.8M +$10.8M +108,979 New
BG
190
Bahl & Gaynor
Ohio
$10.8M -$1.55M -15,645 -13%
SOMRS
191
State of Michigan Retirement System
Michigan
$10.6M -$29.7K -300 -0.3%
Allianz Asset Management
192
Allianz Asset Management
Germany
$10.6M -$1.71M -17,256 -14%
CWM
193
Connecticut Wealth Management
Connecticut
$10.4M +$10K +101 +0.1%
TC
194
TwinBeech Capital
New York
$10.2M +$10.2M +102,683 New
PNAA
195
Pictet North America Advisors
Switzerland
$9.98M -$331K -3,342 -3%
Robeco Institutional Asset Management
196
Robeco Institutional Asset Management
Netherlands
$9.97M -$1.15M -11,592 -10%
MIM
197
MetLife Investment Management
New Jersey
$9.96M -$244K -2,463 -2%
Connor, Clark & Lunn Investment Management (CC&L)
198
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.78M +$2.74M +27,649 +39%
QT
199
Quantbot Technologies
New York
$9.61M +$9.61M +97,047 New
COPPSERS
200
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.58M +$606K +6,118 +7%
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