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Open Text

265 hedge funds and large institutions have $4.69B invested in Open Text in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $19.2M | Put options by funds: $9.76M

22% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 93

3.87% more ownership

Funds ownership: 65.8%69.67% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5% less capital invested

Capital invested by funds: $4.96B → $4.69B (-$265M)

5% less funds holding

Funds holding: 280265 (-15)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

Holders
265
Holders Change
-15
Holders Change %
-5.36%
% of All Funds
3.55%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
113
Reduced
93
Closed
36
Calls
$19.2M
Puts
$9.76M
Net Calls
+$9.48M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
251
Barclays
United Kingdom
$1.64K +$1.4K +51 +364%
GWM
252
Geneos Wealth Management
Colorado
$1.62K +$878 +32 +100%
AWM
253
Avior Wealth Management
Nebraska
$1.52K -$1.22M -44,602 -100%
AF
254
Advisornet Financial
Minnesota
$1.19K
SPIA
255
Steward Partners Investment Advisory
New York
$1.14K +$659 +24 +114%
T
256
Transce3nd
Texas
$1.09K
PS
257
Principal Securities
Iowa
$1.08K
Kayne Anderson Rudnick Investment Management
258
Kayne Anderson Rudnick Investment Management
California
$985 -$2.25K -82 -68%
BFS
259
Bare Financial Services
Pennsylvania
$909 +$988 +36 New
NC
260
NewSquare Capital
Pennsylvania
$657 +$713 +26 New
JWA
261
JFS Wealth Advisors
Pennsylvania
$329 -$1.78K -65 -83%
TWD
262
True Wealth Design
Ohio
$278 -$55 -2 -15%
AWM
263
Abound Wealth Management
Tennessee
$77 +$82 +3 New
HNB
264
Huntington National Bank
Ohio
$25 -$494 -18 -95%
AssetMark Inc
265
AssetMark Inc
California
$19 -$55 -2 -67%
CC
266
Criteria Caixa
Spain
-$32.9M -1,161,369 Closed
CF
267
Canoe Financial
Alberta, Canada
-$4.24M -150,000 Closed
O
268
Ossiam
France
-$2.7M -95,539 Closed
Two Sigma Investments
269
Two Sigma Investments
New York
-$2.06M -72,906 Closed
UOTTAIMCU
270
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$1.91M -67,568 Closed
CCIA
271
Campbell & Co Investment Adviser
Maryland
-$1.83M -64,491 Closed
MFG
272
MidWestOne Financial Group
Iowa
-$1.38M -48,746 Closed
AI
273
AXS Investments
New York
-$925K -32,700 Closed
RA
274
Royce & Associates
New York
-$920K -32,519 Closed
Jane Street
275
Jane Street
New York
-$822K -29,967 Closed