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289 hedge funds and large institutions have $4.26B invested in Open Text in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 83

4.42% more ownership

Funds ownership: 73.25%77.67% (+4.4%)

4% less funds holding

Funds holding: 300289 (-11)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

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 → $4.26B (-$1.76B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
289
Holders Change
-11
Holders Change %
-3.67%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
47
Increased
126
Reduced
83
Closed
55
Calls
$5.01M
Puts
$7.04M
Net Calls
-$2.03M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
MCF Advisors
Kentucky
$7.07K +$8.26K +318 New
BIA
252
Bell Investment Advisors
California
$5.16K +$6.02K +232 New
UB
253
UMB Bank
Missouri
$5.07K +$1.74K +67 +42%
NA
254
NewEdge Advisors
Louisiana
$3.58K -$588K -22,633 -99%
AAP
255
Arax Advisory Partners
Colorado
$3.34K -$8.23K -317 -68%
HFS
256
Hughes Financial Services
Virginia
$3.34K +$2.86K +110 +275%
KG
257
Kilter Group
New York
$3.23K +$2.1K +81 +127%
DMIC
258
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.22K -$2.99K -115 -44%
HNW
259
High Note Wealth
Minnesota
$2.49K
LI
260
Louisbourg Investments
New Brunswick, Canada
$2.45K
IAAG
261
Innovative Asset Advisors Group
Connecticut
$2.05K +$2.39K +92 New
SAM
262
Smartleaf Asset Management
Massachusetts
$1.82K -$2.47K -95 -53%
B
263
Birchbrook
Maine
$1.8K
KCM
264
Key Capital Management
Tennessee
$1.65K +$1.92K +74 New
NSIM
265
North Star Investment Management
Illinois
$1.65K +$1.92K +74 New
FC
266
Financial Consulate
Maryland
$1.27K +$1.48K +57 New
SPIA
267
Steward Partners Investment Advisory
New York
$1.26K +$286 +11 +24%
TWD
268
True Wealth Design
Ohio
$1.22K +$182 +7 +15%
MCM
269
MV Capital Management
Maryland
$1.16K +$1.22K +47 +940%
ZBNA
270
Zions Bancorporation, National Association
Utah
$1.04K -$649 -25 -35%
CFO
271
CVA Family Office
Colorado
$979 +$1.14K +44 New
BFS
272
Bare Financial Services
Pennsylvania
$801
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$778 +$909 +35 New
SWM
274
SHP Wealth Management
Massachusetts
$756 +$883 +34 New
GWM
275
Geneos Wealth Management
Colorado
$712