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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 %
CNB
201
Czech National Bank
Czech Republic
$9.55M +$535K +5,399 +6%
CCP
202
Clarkston Capital Partners
Michigan
$9.43M -$146K -1,471 -2%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$9.37M +$784K +7,919 +9%
Ensign Peak Advisors
204
Ensign Peak Advisors
Utah
$9.37M -$5.98M -60,436 -39%
First Eagle Investment Management
205
First Eagle Investment Management
New York
$9.31M +$1.74M +17,602 +23%
Comerica Bank
206
Comerica Bank
Texas
$9.2M -$114K -1,152 -1%
UCFA
207
United Capital Financial Advisors
Texas
$9.2M -$95.1K -960 -1%
Stifel Financial
208
Stifel Financial
Missouri
$8.86M -$110K -1,115 -1%
MHC
209
Meyer Handelman Company
New York
$8.75M -$1.42M -14,369 -14%
CCG
210
Cloverfields Capital Group
Minnesota
$8.5M +$301K +3,040 +4%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$8.39M -$51.3K -518 -0.6%
ACM
212
Aquatic Capital Management
Illinois
$8.34M +$6.81M +68,777 +445%
N
213
Natixis
France
$8.32M +$5.77M +58,286 +226%
Mariner
214
Mariner
Kansas
$8.23M +$616K +6,220 +8%
FAF
215
Fjarde Ap-fonden
Sweden
$8.2M +$2.44M +24,600 +42%
ACA
216
Anchor Capital Advisors
Massachusetts
$8.19M -$145K -1,467 -2%
AI
217
AdvisorShares Investments
Maryland
$8.12M +$128K +1,289 +2%
ProShare Advisors
218
ProShare Advisors
Maryland
$8.08M +$597K +6,031 +8%
VMPIC
219
Varma Mutual Pension Insurance Co
Finland
$8.01M +$337K +3,400 +4%
BPCE
220
Bank Pictet & Cie (Europe)
Germany
$7.75M +$909K +9,183 +13%
Verition Fund Management
221
Verition Fund Management
Connecticut
$7.66M +$2.21M +22,276 +40%
AB
222
Amalgamated Bank
New York
$7.66M -$210K -2,121 -3%
WCM
223
Windward Capital Management
California
$7.59M -$63.5K -641 -0.8%
II
224
IFM Investors
Australia
$7.54M +$88.4K +893 +1%
PGFC
225
Peapack-Gladstone Financial Corp
New Jersey
$7.39M +$85.7K +865 +1%
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