Otis Worldwide
OTIS
1,275 hedge funds and large institutions have $34.8B invested in Otis Worldwide in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 412 increasing their positions, 464 reducing their positions, and 80 closing their positions.
54% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 80
44% more call options, than puts
Call options by funds: $50.9M | Put options by funds: $35.3M
2% more funds holding
Funds holding: 1,250 → 1,275 (+25)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.89% less ownership
Funds ownership: 90.03% → 89.14% (-0.89%)
11% less repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 464
14% less capital inflows, than outflows
Capital inflows: $2.65B | Capital outflows: $3.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$270M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$192M |
| 3 |
D.E. Shaw & Co
New York
|
+$187M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$111M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$85.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.53B |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$526M |
| 3 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$106M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$80.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$76.5M |
OTIS Hedge Fund Activity: Q2 2025 in Review
1,275 of the 7,627 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2025, worth a combined $34.8B — down 5.4% from $36.8B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new OTIS positions and 80 closed out — a net gain of 43 holders — while 412 added to existing stakes and 464 trimmed.
The largest buyer was Marshall Wace, adding an estimated $270M. The largest seller was JP Morgan Chase, cutting an estimated $1.53B.
- 1,275 institutional investors held Otis Worldwide (OTIS) as of Q2 2025, up from 1,250 in Q1 2025.
- Funds reported $34.8B of Otis Worldwide stock for Q2 2025, down 5.4% quarter-over-quarter.
- 123 funds opened new Otis Worldwide positions in Q2 2025 and 80 closed out, a net change of +43 holders.
- The largest Otis Worldwide buyer in Q2 2025 was Marshall Wace, an estimated $270M added.
- The largest Otis Worldwide seller in Q2 2025 was JP Morgan Chase, an estimated $1.53B sold.
Based on aggregated 13F filings for Q2 2025.