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Open Text

271 hedge funds and large institutions have $4.54B invested in Open Text in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $15M | Put options by funds: $9.07M

32% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 85

7% more capital invested

Capital invested by funds: $4.26B → $4.54B (+$282M)

5.98% more ownership

Funds ownership: 77.67%83.65% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 289271 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

Holders
271
Holders Change
-18
Holders Change %
-6.23%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
112
Reduced
85
Closed
58
Calls
$15M
Puts
$9.07M
Net Calls
+$5.97M
Net Calls Change
+$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Smartleaf Asset Management
Massachusetts
$1.86K
CFM
252
Cornerstone Financial Management
Massachusetts
$1.77K +$1.29K +57 +248%
FC
253
Financial Consulate
Maryland
$1.59K +$340 +15 +26%
MCM
254
Manchester Capital Management
Vermont
$1.57K -$11.5K -505 -88%
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$1.44K +$1.09K +48 +282%
AG
256
AmeriFlex Group
Nevada
$1.26K +$1.29K +57 New
CFO
257
CVA Family Office
Colorado
$975
QL
258
Quarry LP
New York
$952 +$975 +43 New
TWD
259
True Wealth Design
Ohio
$864 -$363 -16 -29%
GWM
260
Geneos Wealth Management
Colorado
$709
BFPW
261
BOK Financial Private Wealth
Colorado
$621 +$635 +28 New
SIM
262
Synergy Investment Management
Florida
$595 +$522 +23 New
APFP
263
Action Point Financial Planning
Michigan
$487 +$499 +22 New
MCM
264
MV Capital Management
Maryland
$466 -$703 -31 -60%
ZBNA
265
Zions Bancorporation, National Association
Utah
$399 -$658 -29 -62%
BCV
266
Banque Cantonale Vaudoise
Switzerland
$311 +$319K +14,060 New
N
267
Natixis
France
$177 -$156K -6,892 -100%
AW
268
Ankerstar Wealth
Texas
$89
TFA
269
Transamerica Financial Advisors
Florida
$66 +$68 +3 New
GFA
270
Godfrey Financial Associates
New York
$22
AssetMark Inc
271
AssetMark Inc
California
$17
BGC
272
Beutel, Goodman & Co
Ontario, Canada
-$114M -5,118,468 Closed
ClearBridge Investments
273
ClearBridge Investments
New York
-$52.5M -2,360,741 Closed
AT
274
Arbejdsmarkedets Tillaegspension
-$23.3M -1,045,953 Closed
A
275
AustralianSuper
Australia
-$20.9M -939,036 Closed

OTEX Hedge Fund Activity: Q2 2026 in Review

271 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q2 2026, worth a combined $4.54B — up 6.6% from $4.26B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of OTEX and 45 opened new positions — a net loss of 13 holders — while 85 trimmed existing stakes and 112 added.

The largest buyer was Arrowstreet Capital, adding an estimated $155M. The largest seller was Beutel, Goodman & Co, exiting entirely with an estimated $114M sold.

  • 271 institutional investors held Open Text (OTEX) as of Q2 2026, down from 289 in Q1 2026.
  • Funds reported $4.54B of Open Text stock for Q2 2026, up 6.6% quarter-over-quarter.
  • 45 funds opened new Open Text positions in Q2 2026 and 58 closed out, a net change of -13 holders.
  • The largest Open Text buyer in Q2 2026 was Arrowstreet Capital, an estimated $155M added.
  • The largest Open Text seller in Q2 2026 was Beutel, Goodman & Co, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2026.