OTEX icon

Open Text
OTEX

Overview Fund Activity

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
+8
Holders Change %
+3.08%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
108
Reduced
87
Closed
25
Calls
$16.4M
Puts
$6.34M
Net Calls
+$10.1M
Net Calls Change
+$573K

Top Buyers

1
BIP
Brandes Investment Partners
California
$244M
2
Fidelity International
Fidelity International
Bermuda
$236M
3
Goldman Sachs
Goldman Sachs
New York
$80.5M
4
MP
Mangrove Partners
Connecticut
$32.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$226M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$161M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$86.9M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
$92.1M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$8.16M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
251
FSA Wealth Management
Massachusetts
$1.96K – – –
SO
252
Sierra Ocean
California
$1.72K -$555 -19 -24%
BGAI
253
Bruce G. Allen Investments
Colorado
$1.52K +$1.52K +52 New
CIAM
254
Caitong International Asset Management
Hong Kong
$1.49K -$11.4K -391 -88%
SPIA
255
Steward Partners Investment Advisory
New York
$1.45K +$145 +5 +11%
AF
256
Advisornet Financial
Minnesota
$1.37K – – –
T
257
Transce3nd
Texas
$1.26K – – –
LFG
258
Larson Financial Group
Missouri
$1.22K -$2.06K -71 -63%
HFS
259
Hughes Financial Services
Virginia
$1.16K +$1.16K +40 New
Kayne Anderson Rudnick Investment Management
260
Kayne Anderson Rudnick Investment Management
California
$1.14K – – –
JWA
261
JFS Wealth Advisors
Pennsylvania
$1.08K +$701 +24 +185%
BFS
262
Bare Financial Services
Pennsylvania
$1.05K – – –
TWD
263
True Wealth Design
Ohio
$730 +$409 +14 +127%
TPWA
264
Twin Peaks Wealth Advisors
California
$649 +$649 +22 New
AT
265
Arlington Trust
Alabama
$526 +$526 +18 New
KG
266
Kilter Group
New York
$205 +$205 +7 New
HNB
267
Huntington National Bank
Ohio
$29 – – –
AssetMark Inc
268
AssetMark Inc
California
$22 – – –
D.E. Shaw & Co
269
D.E. Shaw & Co
New York
– -$16.3M -647,115 Closed
Allspring Global Investments
270
Allspring Global Investments
North Carolina
– -$4.73M -187,565 Closed
AC
271
Addenda Capital
Quebec, Canada
– -$6.16M -169,703 Closed
AIMCA
272
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.21M -166,800 Closed
LS
273
Livforsakringsbolaget Skandia
Sweden
– -$2.51M -99,300 Closed
Verition Fund Management
274
Verition Fund Management
Connecticut
– -$2.13M -84,520 Closed
TRCT
275
Tower Research Capital (TRC)
New York
– -$1.04M -41,111 Closed
8 9 10
11
12