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Otis Worldwide
OTIS

Overview Fund Activity

1,228 hedge funds and large institutions have $36B invested in Otis Worldwide in 2025 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 392 increasing their positions, 467 reducing their positions, and 96 closing their positions.

Holders
1,228
Holders Change
+13
Holders Change %
+1.07%
% of All Funds
16.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
131
Increased
392
Reduced
467
Closed
96
Calls
$63.6M
Puts
$15.9M
Net Calls
+$47.6M
Net Calls Change
-$84.2M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.91B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.81B
3
PAM
3
PineStone Asset Management
Quebec, Canada
$423M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.33B
5
NL
5
Nuveen LLC
North Carolina
$92M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
VanEck Associates
2
VanEck Associates
New York
$5.77M
3
MMH
3
Menora Mivtachim Holdings
Israel
$114M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$557M
5
BlackRock
5
BlackRock
New York
$3.28B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.81B 46,595,293 +1,591,450 +4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.91B 37,920,025 +2,396,134 +7%
BlackRock
3
BlackRock
New York
$3.28B 31,776,968 -1,139,916 -3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.94B 18,774,900 -1,002,677 -5%
State Street
5
State Street
Massachusetts
$1.65B 16,013,447 -49,248 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$1.33B 12,893,365 +966,988 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.09B 10,543,669 -583,066 -5%
Franklin Resources
8
Franklin Resources
California
$805M 7,795,799 +10,683 +0.1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$740M 7,168,333 -437,229 -6%
Fundsmith LLP
10
Fundsmith LLP
United Kingdom
$605M 5,866,737 -100,040 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$564M 5,460,836 +301,731 +6%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$557M 5,394,299 -1,202,456 -18%
Northern Trust
13
Northern Trust
Illinois
$473M 4,584,847 +7,221 +0.2%
Invesco
14
Invesco
Georgia
$437M 4,238,600 +190,397 +5%
Mitsubishi UFJ Asset Management
15
Mitsubishi UFJ Asset Management
Japan
$427M 4,138,076 +571,489 +16%
PAM
16
PineStone Asset Management
Quebec, Canada
$423M 4,095,132 +1,092,713 +36%
BCF
17
BLS Capital Fondsmaeglerselskab
Denmark
$404M 3,918,680 -280,108 -7%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$385M 3,734,343 -24,795 -0.7%
SP
19
Sarasin & Partners
United Kingdom
$376M 3,642,200 -411,115 -10%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$372M 3,601,401 -21,150 -0.6%
UBS AM
21
UBS AM
Illinois
$366M 3,543,128 -59,599 -2%
Bank of America
22
Bank of America
North Carolina
$306M 2,969,591 -578,045 -16%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$305M 2,953,017 -273,604 -8%
Capital Research Global Investors
24
Capital Research Global Investors
California
$288M 2,793,231 +8,860 +0.3%
Legal & General Group
25
Legal & General Group
United Kingdom
$284M 2,747,170 -119,625 -4%
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