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Open Text

295 hedge funds and large institutions have $6.01B invested in Open Text in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.64% more ownership

Funds ownership: 72.61%73.24% (+0.64%)

12% less capital invested

Capital invested by funds: $6.87B → $6.01B (-$857M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$2.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$14.5K
TFA
252
Transamerica Financial Advisors
Florida
$14K
PP
253
Pacifica Partners
Canada
$13.7K
BTI
254
Blue Trust Inc
Georgia
$13.5K
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$13K
LFG
256
Larson Financial Group
Missouri
$13K
SS
257
SBI Securities
Japan
$12.1K
PB
258
Pinnacle Bancorp
Nebraska
$9.94K
MA
259
Montag & Associates
Georgia
$9.09K
DMIC
260
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.48K
UBS AM
261
UBS AM
Illinois
$8.02K
SAM
262
Smartleaf Asset Management
Massachusetts
$5.91K
QCG
263
Quadrant Capital Group
Ohio
$5.25K
UB
264
UMB Bank
Missouri
$5.25K
CFB
265
Cullen/Frost Bankers
Texas
$3.96K
HNW
266
High Note Wealth
Minnesota
$3.65K
CFM
267
Cornerstone Financial Management
Massachusetts
$3.62K
LI
268
Louisbourg Investments
New Brunswick, Canada
$3.59K
TCM
269
Tradewinds Capital Management
Washington
$3.26K
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$3.18K
B
271
Birchbrook
Maine
$2.64K
JWA
272
JFS Wealth Advisors
Pennsylvania
$2.44K
ZBNA
273
Zions Bancorporation, National Association
Utah
$2.35K
KG
274
Kilter Group
New York
$2.09K
BGAI
275
Bruce G. Allen Investments
Colorado
$1.69K