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Open Text

289 hedge funds and large institutions have $4.26B invested in Open Text in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 83 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

29% less call options, than puts

Call options by funds: $5.01M | Put options by funds: $7.04M

29% less capital invested

Capital invested by funds: $6.01B → $4.26B (-$1.76B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.01M
Puts
$7.04M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
MCF Advisors
Kentucky
$7.07K
BIA
252
Bell Investment Advisors
California
$5.16K
UB
253
UMB Bank
Missouri
$5.07K
NA
254
NewEdge Advisors
Louisiana
$3.58K
AAP
255
Arax Advisory Partners
Colorado
$3.34K
HFS
256
Hughes Financial Services
Virginia
$3.34K
KG
257
Kilter Group
New York
$3.23K
DMIC
258
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.22K
HNW
259
High Note Wealth
Minnesota
$2.49K
LI
260
Louisbourg Investments
New Brunswick, Canada
$2.45K
IAAG
261
Innovative Asset Advisors Group
Connecticut
$2.05K
SAM
262
Smartleaf Asset Management
Massachusetts
$1.82K
B
263
Birchbrook
Maine
$1.8K
KCM
264
Key Capital Management
Tennessee
$1.65K
NSIM
265
North Star Investment Management
Illinois
$1.65K
FC
266
Financial Consulate
Maryland
$1.27K
SPIA
267
Steward Partners Investment Advisory
New York
$1.26K
TWD
268
True Wealth Design
Ohio
$1.22K
MCM
269
MV Capital Management
Maryland
$1.16K
ZBNA
270
Zions Bancorporation, National Association
Utah
$1.04K
CFO
271
CVA Family Office
Colorado
$979
BFS
272
Bare Financial Services
Pennsylvania
$801
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$778
SWM
274
SHP Wealth Management
Massachusetts
$756
GWM
275
Geneos Wealth Management
Colorado
$712