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Open Text
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300 hedge funds and large institutions have $6.01B invested in Open Text in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

681% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $2.08M

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

26% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 93

6% more funds holding

Funds holding: 282 → 300 (+18)

0.65% more ownership

Funds ownership: 72.6% → 73.25% (+0.65%)

12% less capital invested

Capital invested by funds: $6.87B → $6.01B (-$856M)

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

Holders
300
Holders Change
+18
Holders Change %
+6.38%
% of All Funds
3.65%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
47
Increased
117
Reduced
93
Closed
22
Calls
$16.2M
Puts
$2.08M
Net Calls
+$14.1M
Net Calls Change
-$5.98M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$711M
2
First Trust Advisors
First Trust Advisors
Illinois
+$87.9M
3
Morgan Stanley
Morgan Stanley
New York
+$44.7M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$40M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$26.6M

Top Sellers

1
CB
Cooke & Bieler
Pennsylvania
-$110M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$56.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$51.5M
4
Goldman Sachs
Goldman Sachs
New York
-$38.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
251
Manchester Capital Management
Vermont
$17.5K +$19.1K +536 New
BWA
252
Basecamp Wealth Advisors
Washington
$17.2K +$18.9K +529 New
WW
253
Winnow Wealth
Texas
$15.8K – – –
AAP
254
Arax Advisory Partners
Colorado
$15.2K +$12.3K +346 +286%
SWP
255
Strategic Wealth Partners
Ohio
$15.2K – – –
PWPS
256
Pinnacle Wealth Planning Services
Ohio
$14.5K +$15.8K +444 New
TFA
257
Transamerica Financial Advisors
Florida
$14K +$9.55K +268 +165%
PP
258
Pacifica Partners
Canada
$13.7K +$15.4K +432 New
BTI
259
Blue Trust Inc
Georgia
$13.5K +$3.71K +104 +34%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$13K -$392 -11 -3%
LFG
261
Larson Financial Group
Missouri
$13K +$11.7K +327 +461%
SS
262
SBI Securities
Japan
$12.1K +$1.82K +51 +16%
PB
263
Pinnacle Bancorp
Nebraska
$9.94K – – –
MA
264
Montag & Associates
Georgia
$9.09K – – –
DMIC
265
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.48K +$4.1K +115 +79%
UBS AM
266
UBS AM
Illinois
$8.02K +$8.77K +246 New
SAM
267
Smartleaf Asset Management
Massachusetts
$5.91K +$5.35K +150 +517%
QCG
268
Quadrant Capital Group
Ohio
$5.25K – – –
UB
269
UMB Bank
Missouri
$5.25K +$1.03K +29 +22%
CFB
270
Cullen/Frost Bankers
Texas
$3.96K – – –
HNW
271
High Note Wealth
Minnesota
$3.65K – – –
CFM
272
Cornerstone Financial Management
Massachusetts
$3.62K +$3.96K +111 New
LI
273
Louisbourg Investments
New Brunswick, Canada
$3.59K – – –
TCM
274
Tradewinds Capital Management
Washington
$3.26K – – –
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$3.18K +$1.89K +53 +120%
9 10
11
12 13

OTEX Hedge Fund Activity: Q4 2025 in Review

300 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q4 2025, worth a combined $6.01B — down 12% from $6.87B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OTEX positions and 22 closed out — a net gain of 25 holders — while 117 added to existing stakes and 93 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $711M. The largest seller was Cooke & Bieler, cutting an estimated $110M.

  • 300 institutional investors held Open Text (OTEX) as of Q4 2025, up from 282 in Q3 2025.
  • Funds reported $6.01B of Open Text stock for Q4 2025, down 12% quarter-over-quarter.
  • 47 funds opened new Open Text positions in Q4 2025 and 22 closed out, a net change of +25 holders.
  • The largest Open Text buyer in Q4 2025 was 1832 Asset Management, an estimated $711M added.
  • The largest Open Text seller in Q4 2025 was Cooke & Bieler, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2025.