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Open Text

272 hedge funds and large institutions have $5.36B invested in Open Text in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $6.34M

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 89

14% more capital invested

Capital invested by funds: $4.69B → $5.36B (+$667M)

3% more funds holding

Funds holding: 265272 (+7)

1.83% more ownership

Funds ownership: 69.67%71.5% (+1.8%)

Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
37
Increased
110
Reduced
89
Closed
24
Calls
$16.4M
Puts
$6.34M
Net Calls
+$10.1M
Net Calls Change
+$573K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Tradewinds Capital Management
Washington
$2.92K +$408 +15 +18%
UB
252
UMB Bank
Missouri
$2.77K
ME
253
McIlrath & Eck
Washington
$2.54K
ZBNA
254
Zions Bancorporation, National Association
Utah
$2.31K -$1.82K -67 -46%
FWM
255
FSA Wealth Management
Massachusetts
$1.96K
SO
256
Sierra Ocean
California
$1.72K -$516 -19 -24%
BGAI
257
Bruce G. Allen Investments
Colorado
$1.52K +$1.41K +52 New
CIAM
258
Caitong International Asset Management
Hong Kong
$1.49K -$10.6K -391 -88%
SPIA
259
Steward Partners Investment Advisory
New York
$1.45K +$136 +5 +11%
AF
260
Advisornet Financial
Minnesota
$1.37K
T
261
Transce3nd
Texas
$1.26K
LFG
262
Larson Financial Group
Missouri
$1.22K -$1.93K -71 -63%
HFS
263
Hughes Financial Services
Virginia
$1.16K +$1.09K +40 New
Kayne Anderson Rudnick Investment Management
264
Kayne Anderson Rudnick Investment Management
California
$1.14K
JWA
265
JFS Wealth Advisors
Pennsylvania
$1.08K +$652 +24 +185%
BFS
266
Bare Financial Services
Pennsylvania
$1.05K
TWD
267
True Wealth Design
Ohio
$730 +$380 +14 +127%
TPWA
268
Twin Peaks Wealth Advisors
California
$649 +$598 +22 New
AT
269
Arlington Trust
Alabama
$526 +$489 +18 New
KG
270
Kilter Group
New York
$205 +$190 +7 New
HNB
271
Huntington National Bank
Ohio
$29
AssetMark Inc
272
AssetMark Inc
California
$22
D.E. Shaw & Co
273
D.E. Shaw & Co
New York
-$16.3M -647,115 Closed
Allspring Global Investments
274
Allspring Global Investments
North Carolina
-$4.73M -187,565 Closed
AC
275
Addenda Capital
Quebec, Canada
-$6.16M -169,703 Closed

OTEX Hedge Fund Activity: Q2 2025 in Review

272 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q2 2025, worth a combined $5.36B — up 14% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OTEX positions and 24 closed out — a net gain of 13 holders — while 110 added to existing stakes and 89 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $68.1M. The largest seller was Harris Associates, cutting an estimated $94.6M.

  • 272 institutional investors held Open Text (OTEX) as of Q2 2025, up from 265 in Q1 2025.
  • Funds reported $5.36B of Open Text stock for Q2 2025, up 14% quarter-over-quarter.
  • 37 funds opened new Open Text positions in Q2 2025 and 24 closed out, a net change of +13 holders.
  • The largest Open Text buyer in Q2 2025 was Brandes Investment Partners, an estimated $68.1M added.
  • The largest Open Text seller in Q2 2025 was Harris Associates, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2025.