OTEX icon

Open Text

298 hedge funds and large institutions have $6.01B invested in Open Text in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 117 increasing their positions, 93 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.64% more ownership

Funds ownership: 72.6%73.25% (+0.64%)

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: 107 (-3)

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.2M
Puts
$2.08M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WW
251
Winnow Wealth
Texas
$15.8K
AAP
252
Arax Advisory Partners
Colorado
$15.2K
SWP
253
Strategic Wealth Partners
Ohio
$15.2K
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$14.5K
TFA
255
Transamerica Financial Advisors
Florida
$14K
PP
256
Pacifica Partners
Canada
$13.7K
BTI
257
Blue Trust Inc
Georgia
$13.5K
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$13K
LFG
259
Larson Financial Group
Missouri
$13K
SS
260
SBI Securities
Japan
$12.1K
PB
261
Pinnacle Bancorp
Nebraska
$9.94K
MA
262
Montag & Associates
Georgia
$9.09K
DMIC
263
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.48K
UBS AM
264
UBS AM
Illinois
$8.02K
SAM
265
Smartleaf Asset Management
Massachusetts
$5.91K
QCG
266
Quadrant Capital Group
Ohio
$5.25K
UB
267
UMB Bank
Missouri
$5.25K
CFB
268
Cullen/Frost Bankers
Texas
$3.96K
HNW
269
High Note Wealth
Minnesota
$3.65K
CFM
270
Cornerstone Financial Management
Massachusetts
$3.62K
LI
271
Louisbourg Investments
New Brunswick, Canada
$3.59K
TCM
272
Tradewinds Capital Management
Washington
$3.26K
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$3.18K
B
274
Birchbrook
Maine
$2.64K
JWA
275
JFS Wealth Advisors
Pennsylvania
$2.44K