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265 hedge funds and large institutions have $4.69B invested in Open Text in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $9.76M

22% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 93

3.87% more ownership

Funds ownership: 65.8%69.67% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $4.96B → $4.69B (-$265M)

5% less funds holding

Funds holding: 280265 (-15)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

Holders
265
Holders Change
-15
Holders Change %
-5.36%
% of All Funds
3.55%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
113
Reduced
93
Closed
36
Calls
$19.2M
Puts
$9.76M
Net Calls
+$9.48M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
226
Lindbrook Capital
California
$19K +$14K +509 +210%
BHWM
227
Beaird Harris Wealth Management
Texas
$15.6K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$15.1K -$3.07K -112 -16%
IA
229
IFP Advisors
Florida
$14.8K -$11.7K -426 -42%
HCP
230
Hexagon Capital Partners
Arkansas
$13K +$3.35K +122 +31%
WW
231
Winnow Wealth
Texas
$12.1K
CIAM
232
Caitong International Asset Management
Hong Kong
$11.2K -$6.23K -227 -34%
CPG
233
Cornerstone Planning Group
New Jersey
$11.1K +$412 +15 +4%
Optiver Holding
234
Optiver Holding
Netherlands
$9.98K +$10.8K +395 New
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$9K -$6.56K -239 -39%
MIP
236
Mondrian Investment Partners
United Kingdom
$8.64K
PB
237
Pinnacle Bancorp
Nebraska
$7.7K +$1.81K +66 +28%
MA
238
Montag & Associates
Georgia
$7.05K +$1.51K +55 +25%
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$6.32K +$2.61K +95 +61%
OC
240
Oakworth Capital
Alabama
$5.76K
SS
241
SBI Securities
Japan
$5.2K +$906 +33 +19%
ZBNA
242
Zions Bancorporation, National Association
Utah
$3.69K +$4.01K +146 New
BTI
243
Blue Trust Inc
Georgia
$3.36K +$3.65K +133 New
LFG
244
Larson Financial Group
Missouri
$2.85K +$1.95K +71 +169%
HNW
245
High Note Wealth
Minnesota
$2.83K
UB
246
UMB Bank
Missouri
$2.4K
ME
247
McIlrath & Eck
Washington
$2.2K
TCM
248
Tradewinds Capital Management
Washington
$2.15K +$686 +25 +42%
SO
249
Sierra Ocean
California
$1.97K -$4.53K -165 -68%
FWM
250
FSA Wealth Management
Massachusetts
$1.69K