Otis Worldwide
OTIS
1,245 hedge funds and large institutions have $36.8B invested in Otis Worldwide in 2025 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 403 increasing their positions, 473 reducing their positions, and 97 closing their positions.
299% more call options, than puts
Call options by funds: $63.5M | Put options by funds: $15.9M
32% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 97
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
9% more capital invested
Capital invested by funds: $33.6B → $36.8B (+$3.15B)
1% more funds holding
Funds holding: 1,232 → 1,245 (+13)
0.95% less ownership
Funds ownership: 90.9% → 89.95% (-0.95%)
15% less repeat investments, than reductions
Existing positions increased: 403 | Existing positions reduced: 473
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$234M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$155M |
| 3 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$107M |
| 4 |
Morgan Stanley
New York
|
+$94.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$66.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VanEck Associates
New York
|
-$206M |
| 2 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$131M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$117M |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$115M |
| 5 |
BlackRock
New York
|
-$111M |
OTIS Hedge Fund Activity: Q1 2025 in Review
1,245 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q1 2025, worth a combined $36.8B — up 9.4% from $33.6B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new OTIS positions and 97 closed out — a net gain of 31 holders — while 403 added to existing stakes and 473 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $234M. The largest seller was VanEck Associates, cutting an estimated $206M.
- 1,245 institutional investors held Otis Worldwide (OTIS) as of Q1 2025, up from 1,232 in Q4 2024.
- Funds reported $36.8B of Otis Worldwide stock for Q1 2025, up 9.4% quarter-over-quarter.
- 128 funds opened new Otis Worldwide positions in Q1 2025 and 97 closed out, a net change of +31 holders.
- The largest Otis Worldwide buyer in Q1 2025 was JP Morgan Chase, an estimated $234M added.
- The largest Otis Worldwide seller in Q1 2025 was VanEck Associates, an estimated $206M sold.
Based on aggregated 13F filings for Q1 2025.