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Open Text
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300 hedge funds and large institutions have $6.01B invested in Open Text in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

681% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $2.08M

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 93

6% more funds holding

Funds holding: 282 → 300 (+18)

0.65% more ownership

Funds ownership: 72.6% → 73.25% (+0.65%)

12% less capital invested

Capital invested by funds: $6.87B → $6.01B (-$856M)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
300
Holders Change
+18
Holders Change %
+6.38%
% of All Funds
3.65%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
47
Increased
117
Reduced
93
Closed
22
Calls
$16.2M
Puts
$2.08M
Net Calls
+$14.1M
Net Calls Change
-$5.98M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$711M
2
First Trust Advisors
First Trust Advisors
Illinois
+$87.9M
3
Morgan Stanley
Morgan Stanley
New York
+$44.7M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$40M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$26.6M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$110M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$51.5M
4
Goldman Sachs
Goldman Sachs
New York
-$38.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NVCHI
226
New Vernon Capital Holdings II
New Jersey
$80.1K – – –
EWA
227
EverSource Wealth Advisors
Alabama
$70.5K +$7.95K +223 +11%
DB
228
Danske Bank
Denmark
$63.8K +$69.7K +1,955 New
VCM
229
Versant Capital Management
Arizona
$63.5K +$4.1K +115 +6%
GRP
230
Global Retirement Partners
California
$62.5K +$58.2K +1,634 +573%
Barclays
231
Barclays
United Kingdom
$60.4K +$23.6K +662 +56%
SOW
232
State of Wyoming
Wyoming
$56.7K -$152K -4,272 -71%
MCM
233
MAI Capital Management
Ohio
$54.4K +$2.21K +62 +4%
W
234
WealthCollab
Washington
$53.4K – – –
CH
235
Cromwell Holdings
Wyoming
$53.3K – – –
CIAM
236
Caitong International Asset Management
Hong Kong
$52.5K +$56.3K +1,580 +5,097%
RhumbLine Advisers
237
RhumbLine Advisers
Massachusetts
$44.2K -$1.07K -30 -2%
C
238
Covestor
United Kingdom
$43K +$1.57K +44 +3%
KB
239
Kimelman & Baird
New York
$39.1K – – –
WSFS
240
Wilmington Savings Fund Society
Delaware
$38K -$20K -560 -32%
GLF
241
Groupe la Francaise
France
$36.3K – – –
PA
242
Parallel Advisors
California
$33.7K +$1.96K +55 +6%
WA
243
WPG Advisers
Maryland
$26.3K -$71 -2 -0.2%
MIP
244
Mondrian Investment Partners
United Kingdom
$26.2K – – –
MSFP
245
Mark Sheptoff Financial Planning
Connecticut
$26.1K – – –
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$25.3K -$1.75K -49 -6%
WC
247
Westerkirk Capital
$22.8K -$363K -10,200 -94%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$22.4K +$18.6K +521 +310%
KAS
249
Kestra Advisory Services
Texas
$20.7K +$22.6K +635 New
BHWM
250
Beaird Harris Wealth Management
Texas
$20.1K – – –
8 9
10
11 12

OTEX Hedge Fund Activity: Q4 2025 in Review

300 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q4 2025, worth a combined $6.01B — down 12% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OTEX positions and 22 closed out — a net gain of 25 holders — while 117 added to existing stakes and 93 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $711M. The largest seller was Cooke & Bieler, cutting an estimated $110M.

  • 300 institutional investors held Open Text (OTEX) as of Q4 2025, up from 282 in Q3 2025.
  • Funds reported $6.01B of Open Text stock for Q4 2025, down 12% quarter-over-quarter.
  • 47 funds opened new Open Text positions in Q4 2025 and 22 closed out, a net change of +25 holders.
  • The largest Open Text buyer in Q4 2025 was 1832 Asset Management, an estimated $711M added.
  • The largest Open Text seller in Q4 2025 was Cooke & Bieler, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2025.