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Open Text

282 hedge funds and large institutions have $6.87B invested in Open Text in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $4.46M

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

33% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 87

28% more capital invested

Capital invested by funds: $5.36B → $6.87B (+$1.51B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

4% more funds holding

Funds holding: 272282 (+10)

1.11% more ownership

Funds ownership: 71.5%72.6% (+1.1%)

Holders
282
Holders Change
+10
Holders Change %
+3.68%
% of All Funds
3.7%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
43
Increased
116
Reduced
87
Closed
30
Calls
$24.6M
Puts
$4.46M
Net Calls
+$20.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$6.29K +$5.39K +168 New
TFA
252
Transamerica Financial Advisors
Florida
$6.03K +$5.19K +162 New
QCG
253
Quadrant Capital Group
Ohio
$6.02K +$5.16K +161 New
DMIC
254
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.42K +$4.65K +145 New
UB
255
UMB Bank
Missouri
$4.93K +$1.19K +37 +39%
AAP
256
Arax Advisory Partners
Colorado
$4.52K -$49.1K -1,531 -93%
CFB
257
Cullen/Frost Bankers
Texas
$4.51K +$3.88K +121 New
HNW
258
High Note Wealth
Minnesota
$4.19K
LI
259
Louisbourg Investments
New Brunswick, Canada
$4.11K -$3.16M -98,461 -100%
ASN
260
Advisory Services Network
Georgia
$3.85K +$3.3K +103 New
TCM
261
Tradewinds Capital Management
Washington
$3.74K
ZBNA
262
Zions Bancorporation, National Association
Utah
$2.69K -$224 -7 -9%
LFG
263
Larson Financial Group
Missouri
$2.64K +$930 +29 +69%
FWM
264
FSA Wealth Management
Massachusetts
$2.5K
BGAI
265
Bruce G. Allen Investments
Colorado
$1.94K
JWA
266
JFS Wealth Advisors
Pennsylvania
$1.76K +$321 +10 +27%
SPIA
267
Steward Partners Investment Advisory
New York
$1.71K -$128 -4 -8%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$1.65K +$1.41K +44 New
Kayne Anderson Rudnick Investment Management
269
Kayne Anderson Rudnick Investment Management
California
$1.46K
CFO
270
CVA Family Office
Colorado
$1.42K +$1.22K +38 New
HFS
271
Hughes Financial Services
Virginia
$1.39K
BFS
272
Bare Financial Services
Pennsylvania
$1.35K
TWD
273
True Wealth Design
Ohio
$1.2K +$224 +7 +28%
GWM
274
Geneos Wealth Management
Colorado
$1.2K -$6.67K -208 -87%
CIAM
275
Caitong International Asset Management
Hong Kong
$1.16K -$641 -20 -39%

OTEX Hedge Fund Activity: Q3 2025 in Review

282 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q3 2025, worth a combined $6.87B — up 28% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OTEX positions and 30 closed out — a net gain of 13 holders — while 116 added to existing stakes and 87 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $171M. The largest seller was Harris Associates, exiting entirely with an estimated $161M sold.

  • 282 institutional investors held Open Text (OTEX) as of Q3 2025, up from 272 in Q2 2025.
  • Funds reported $6.87B of Open Text stock for Q3 2025, up 28% quarter-over-quarter.
  • 43 funds opened new Open Text positions in Q3 2025 and 30 closed out, a net change of +13 holders.
  • The largest Open Text buyer in Q3 2025 was Manulife (Manufacturers Life Insurance), an estimated $171M added.
  • The largest Open Text seller in Q3 2025 was Harris Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2025.