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Open Text

286 hedge funds and large institutions have $4.25B invested in Open Text in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 81 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

29% less call options, than puts

Call options by funds: $5.01M | Put options by funds: $7.04M

29% less capital invested

Capital invested by funds: $6.01B → $4.25B (-$1.76B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
286
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.01M
Puts
$7.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
251
UMB Bank
Missouri
$5.07K
AAP
252
Arax Advisory Partners
Colorado
$3.34K
HFS
253
Hughes Financial Services
Virginia
$3.34K
KG
254
Kilter Group
New York
$3.23K
DMIC
255
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.22K
HNW
256
High Note Wealth
Minnesota
$2.49K
LI
257
Louisbourg Investments
New Brunswick, Canada
$2.45K
IAAG
258
Innovative Asset Advisors Group
Connecticut
$2.05K
SAM
259
Smartleaf Asset Management
Massachusetts
$1.82K
B
260
Birchbrook
Maine
$1.8K
KCM
261
Key Capital Management
Tennessee
$1.65K
NSIM
262
North Star Investment Management
Illinois
$1.65K
FC
263
Financial Consulate
Maryland
$1.27K
SPIA
264
Steward Partners Investment Advisory
New York
$1.26K
TWD
265
True Wealth Design
Ohio
$1.22K
MCM
266
MV Capital Management
Maryland
$1.16K
ZBNA
267
Zions Bancorporation, National Association
Utah
$1.04K
CFO
268
CVA Family Office
Colorado
$979
BFS
269
Bare Financial Services
Pennsylvania
$801
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$778
SWM
271
SHP Wealth Management
Massachusetts
$756
GWM
272
Geneos Wealth Management
Colorado
$712
PFBT
273
Parkside Financial Bank & Trust
Missouri
$712
CCWM
274
Cassaday & Co Wealth Management
Virginia
$712
SHIM
275
Stone House Investment Management
Pennsylvania
$689