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Otis Worldwide
OTIS

Overview Fund Activity

1,247 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
1,247
Holders Change
+19
Holders Change %
+1.55%
% 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
+$276M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$197M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$192M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$114M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$87.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.57B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$540M
3
MMH
Menora Mivtachim Holdings
Israel
-$109M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.8M
5
UBS Group
UBS Group
Switzerland
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.81B +$197M +1,991,860 +4%
BlackRock
2
BlackRock
New York
$3.22B +$76.3M +770,658 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.19B -$1.57B -15,805,439 -42%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.92B +$59.8M +603,860 +3%
State Street
5
State Street
Massachusetts
$1.59B +$2.59M +26,136 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$1.33B +$57.8M +583,875 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.06B +$12.8M +129,458 +1%
Norges Bank
8
Norges Bank
Norway
$722M +$722M +7,287,555 New
Franklin Resources
9
Franklin Resources
California
$703M -$69.2M -698,420 -9%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$684M -$25.6M -258,058 -4%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$576M -$4.71M -47,586 -0.8%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$529M -$5.47M -55,271 -1%
PAM
13
PineStone Asset Management
Quebec, Canada
$459M +$53.9M +543,933 +13%
Mitsubishi UFJ Asset Management
14
Mitsubishi UFJ Asset Management
Japan
$459M +$48.9M +494,259 +12%
Invesco
15
Invesco
Georgia
$448M +$28.8M +290,621 +7%
Northern Trust
16
Northern Trust
Illinois
$435M -$19M -191,935 -4%
BCF
17
BLS Capital Fondsmaeglerselskab
Denmark
$363M -$25.3M -255,664 -7%
UBS AM
18
UBS AM
Illinois
$360M +$8.79M +88,806 +3%
SP
19
Sarasin & Partners
United Kingdom
$355M -$6.02M -60,804 -2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$303M -$66.7M -673,342 -18%
Bank of America
21
Bank of America
North Carolina
$294M +$230K +2,322 +0.1%
Marshall Wace
22
Marshall Wace
United Kingdom
$282M +$276M +2,791,765 +5,292%
Capital Research Global Investors
23
Capital Research Global Investors
California
$278M +$1.68M +16,917 +0.6%
Legal & General Group
24
Legal & General Group
United Kingdom
$278M +$5.76M +58,165 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$277M -$15.4M -155,532 -5%
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