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OTEX

Overview Fund Activity

268 hedge funds and large institutions have $5.35B invested in Open Text in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+8
Holders Change %
+3.08%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
108
Reduced
87
Closed
25
Calls
$16.4M
Puts
$6.34M
Net Calls
+$10.1M
Net Calls Change
+$573K

Top Buyers

1
BIP
Brandes Investment Partners
California
$244M
2
Fidelity International
Fidelity International
Bermuda
$236M
3
Goldman Sachs
Goldman Sachs
New York
$80.5M
4
MP
Mangrove Partners
Connecticut
$32.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$226M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$161M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$86.9M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
$92.1M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$8.16M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$24K +$16.7K +572 +229%
MSFP
227
Mark Sheptoff Financial Planning
Connecticut
$23.4K – – –
WA
228
WPG Advisers
Maryland
$22.7K +$22.7K +778 New
IA
229
IFP Advisors
Florida
$22.5K +$5.46K +187 +32%
BHWM
230
Beaird Harris Wealth Management
Texas
$18.1K – – –
FHA
231
First Horizon Advisors
Tennessee
$15.7K +$15.7K +537 New
BIG
232
Brooklyn Investment Group
New York
$15.2K +$15.2K +521 New
SWP
233
Strategic Wealth Partners
Ohio
$13.6K +$13.6K +465 New
CPG
234
Cornerstone Planning Group
New Jersey
$12.9K +$602 +21 +5%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$11K +$702 +25 +7%
PB
236
Pinnacle Bancorp
Nebraska
$8.91K – – –
GRP
237
Global Retirement Partners
California
$8.32K +$8.32K +285 New
MA
238
Montag & Associates
Georgia
$8.15K – – –
NC
239
NewSquare Capital
Pennsylvania
$7.48K +$6.72K +230 +885%
PS
240
Principal Securities
Iowa
$7.45K +$6.34K +217 +571%
GWM
241
Geneos Wealth Management
Colorado
$7.01K +$5.14K +176 +275%
Walleye Capital
242
Walleye Capital
New York
$6.83K +$6.83K +234 New
OC
243
Oakworth Capital
Alabama
$6.66K – – –
BBHC
244
Brown Brothers Harriman & Co
New York
$5.69K +$5.69K +195 New
SS
245
SBI Securities
Japan
$3.77K -$2.25K -77 -37%
HNW
246
High Note Wealth
Minnesota
$3.27K – – –
TCM
247
Tradewinds Capital Management
Washington
$2.92K +$438 +15 +18%
UB
248
UMB Bank
Missouri
$2.77K – – –
ME
249
McIlrath & Eck
Washington
$2.54K – – –
ZBNA
250
Zions Bancorporation, National Association
Utah
$2.31K -$1.96K -67 -46%
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