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Open Text

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
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.4M
Puts
$6.34M
Net Calls
Net Calls Change

Top Sellers

1 -$102M
2 -$84.9M
3 -$57.4M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$20.8M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$24K
MSFP
227
Mark Sheptoff Financial Planning
Connecticut
$23.4K
WA
228
WPG Advisers
Maryland
$22.7K
IA
229
IFP Advisors
Florida
$22.5K
BHWM
230
Beaird Harris Wealth Management
Texas
$18.1K
FHA
231
First Horizon Advisors
Tennessee
$15.7K
BIG
232
Brooklyn Investment Group
New York
$15.2K
SWP
233
Strategic Wealth Partners
Ohio
$13.6K
CPG
234
Cornerstone Planning Group
New Jersey
$12.9K
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$11K
PB
236
Pinnacle Bancorp
Nebraska
$8.91K
GRP
237
Global Retirement Partners
California
$8.32K
MA
238
Montag & Associates
Georgia
$8.15K
NC
239
NewSquare Capital
Pennsylvania
$7.47K
PS
240
Principal Securities
Iowa
$7.45K
GWM
241
Geneos Wealth Management
Colorado
$7.01K
Walleye Capital
242
Walleye Capital
New York
$6.83K
OC
243
Oakworth Capital
Alabama
$6.66K
BBHC
244
Brown Brothers Harriman & Co
New York
$5.69K
SS
245
SBI Securities
Japan
$3.77K
HNW
246
High Note Wealth
Minnesota
$3.27K
TCM
247
Tradewinds Capital Management
Washington
$2.92K
UB
248
UMB Bank
Missouri
$2.77K
ME
249
McIlrath & Eck
Washington
$2.54K
ZBNA
250
Zions Bancorporation, National Association
Utah
$2.31K