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Open Text

271 hedge funds and large institutions have $4.54B invested in Open Text in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $15M | Put options by funds: $9.07M

32% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 85

7% more capital invested

Capital invested by funds: $4.26B → $4.54B (+$282M)

5.98% more ownership

Funds ownership: 77.67%83.65% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 289271 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

Holders
271
Holders Change
-18
Holders Change %
-6.23%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
112
Reduced
85
Closed
58
Calls
$15M
Puts
$9.07M
Net Calls
+$5.97M
Net Calls Change
+$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$9.03K -$84.1K -3,709 -90%
MA
227
Montag & Associates
Georgia
$8.97K
PB
228
Pinnacle Bancorp
Nebraska
$8.71K
SS
229
SBI Securities
Japan
$7.33K -$726 -32 -9%
MA
230
MCF Advisors
Kentucky
$7.04K
BIA
231
Bell Investment Advisors
California
$5.67K +$544 +24 +10%
HNB
232
Huntington National Bank
Ohio
$5.56K +$5.67K +250 +25,000%
UB
233
UMB Bank
Missouri
$5.05K
KG
234
Kilter Group
New York
$4.85K +$1.68K +74 +51%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$4.36K -$8.57K -378 -66%
VCM
236
Versant Capital Management
Arizona
$4.16K -$17.9K -789 -81%
NA
237
NewEdge Advisors
Louisiana
$3.6K +$45 +2 +1%
HFS
238
Hughes Financial Services
Virginia
$3.32K
DMIC
239
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.21K
KFA
240
Kelleher Financial Advisors
New York
$3.12K +$3.2K +141 New
EP
241
Essential Partners
California
$3.04K +$3.11K +137 New
SGFG
242
Silver Grove Financial Group
New York
$2.59K +$2.65K +117 New
LFG
243
Larson Financial Group
Missouri
$2.5K -$12.4K -547 -83%
HNW
244
High Note Wealth
Minnesota
$2.48K
TPCW
245
TD Private Client Wealth
New York
$2.46K +$2.18K +96 +640%
SPIA
246
Steward Partners Investment Advisory
New York
$2.45K +$1.23K +54 +95%
LI
247
Louisbourg Investments
New Brunswick, Canada
$2.43K
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$2.35K +$1.61K +71 +203%
CPG
249
Cornerstone Planning Group
New Jersey
$2.09K +$2.13K +94 New
PWA
250
Physician Wealth Advisors
Utah
$1.97K +$2.02K +89 New

OTEX Hedge Fund Activity: Q2 2026 in Review

271 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q2 2026, worth a combined $4.54B — up 6.6% from $4.26B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of OTEX and 45 opened new positions — a net loss of 13 holders — while 85 trimmed existing stakes and 112 added.

The largest buyer was Arrowstreet Capital, adding an estimated $155M. The largest seller was Beutel, Goodman & Co, exiting entirely with an estimated $114M sold.

  • 271 institutional investors held Open Text (OTEX) as of Q2 2026, down from 289 in Q1 2026.
  • Funds reported $4.54B of Open Text stock for Q2 2026, up 6.6% quarter-over-quarter.
  • 45 funds opened new Open Text positions in Q2 2026 and 58 closed out, a net change of -13 holders.
  • The largest Open Text buyer in Q2 2026 was Arrowstreet Capital, an estimated $155M added.
  • The largest Open Text seller in Q2 2026 was Beutel, Goodman & Co, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2026.