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Open Text

272 hedge funds and large institutions have $5.36B invested in Open Text in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $6.34M

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 89

14% more capital invested

Capital invested by funds: $4.69B → $5.36B (+$667M)

3% more funds holding

Funds holding: 265272 (+7)

1.83% more ownership

Funds ownership: 69.67%71.5% (+1.8%)

Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
37
Increased
110
Reduced
89
Closed
24
Calls
$16.4M
Puts
$6.34M
Net Calls
+$10.1M
Net Calls Change
+$573K
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$37K -$33.6K -1,237 -49%
KB
227
Kimelman & Baird
New York
$35K
SHM
228
Sagard Holdings Management
Ontario, Canada
$29.7K +$27.6K +1,015 New
PA
229
Parallel Advisors
California
$25.3K -$29.1K -1,071 -55%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$24K +$15.5K +572 +229%
MSFP
231
Mark Sheptoff Financial Planning
Connecticut
$23.4K
WA
232
WPG Advisers
Maryland
$22.7K +$21.1K +778 New
IA
233
IFP Advisors
Florida
$22.5K +$5.08K +187 +32%
BHWM
234
Beaird Harris Wealth Management
Texas
$18.1K
FHA
235
First Horizon Advisors
Tennessee
$15.7K +$14.6K +537 New
BIG
236
Brooklyn Investment Group
New York
$15.2K +$14.2K +521 New
SWP
237
Strategic Wealth Partners
Ohio
$13.6K +$12.6K +465 New
CPG
238
Cornerstone Planning Group
New Jersey
$12.9K +$571 +21 +5%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$11K +$679 +25 +7%
PB
240
Pinnacle Bancorp
Nebraska
$8.91K
GRP
241
Global Retirement Partners
California
$8.32K +$7.75K +285 New
MA
242
Montag & Associates
Georgia
$8.15K
NC
243
NewSquare Capital
Pennsylvania
$7.47K +$6.25K +230 +885%
PS
244
Principal Securities
Iowa
$7.45K +$5.9K +217 +571%
GWM
245
Geneos Wealth Management
Colorado
$7.01K +$4.78K +176 +275%
Walleye Capital
246
Walleye Capital
New York
$6.83K +$6.36K +234 New
OC
247
Oakworth Capital
Alabama
$6.66K
BBHC
248
Brown Brothers Harriman & Co
New York
$5.69K +$5.3K +195 New
SS
249
SBI Securities
Japan
$3.77K -$2.09K -77 -37%
HNW
250
High Note Wealth
Minnesota
$3.27K

OTEX Hedge Fund Activity: Q2 2025 in Review

272 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q2 2025, worth a combined $5.36B — up 14% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OTEX positions and 24 closed out — a net gain of 13 holders — while 110 added to existing stakes and 89 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $68.1M. The largest seller was Harris Associates, cutting an estimated $94.6M.

  • 272 institutional investors held Open Text (OTEX) as of Q2 2025, up from 265 in Q1 2025.
  • Funds reported $5.36B of Open Text stock for Q2 2025, up 14% quarter-over-quarter.
  • 37 funds opened new Open Text positions in Q2 2025 and 24 closed out, a net change of +13 holders.
  • The largest Open Text buyer in Q2 2025 was Brandes Investment Partners, an estimated $68.1M added.
  • The largest Open Text seller in Q2 2025 was Harris Associates, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2025.