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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

52% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 83

4.42% more ownership

Funds ownership: 73.25%77.67% (+4.4%)

4% less funds holding

Funds holding: 300289 (-11)

15% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 55

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
-11
Holders Change %
-3.67%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
47
Increased
126
Reduced
83
Closed
55
Calls
$5.01M
Puts
$7.04M
Net Calls
-$2.03M
Net Calls Change
-$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
276
Cassaday & Co Wealth Management
Virginia
$712 +$831 +32 New
PFBT
277
Parkside Financial Bank & Trust
Missouri
$712 +$831 +32 New
SHIM
278
Stone House Investment Management
Pennsylvania
$689 +$805 +31 New
CFM
279
Cornerstone Financial Management
Massachusetts
$512 -$2.29K -88 -79%
AFC
280
Ares Financial Consulting
California
$406
Optiver Holding
281
Optiver Holding
Netherlands
$400 +$467 +18 New
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$378 +$130 +5 +42%
TPCW
283
TD Private Client Wealth
New York
$334 -$312 -12 -44%
SIC
284
Salem Investment Counselors
North Carolina
$290 +$338 +13 New
RFP
285
Root Financial Partners
California
$200 -$130 -5 -36%
AW
286
Ankerstar Wealth
Texas
$89
GFA
287
Godfrey Financial Associates
New York
$22
HNB
288
Huntington National Bank
Ohio
$22
AssetMark Inc
289
AssetMark Inc
California
$17
Norges Bank
290
Norges Bank
Norway
-$107M -3,276,237 Closed
CU
291
CDAM (UK)
United Kingdom
-$65.7M -2,017,255 Closed
CB
292
Cooke & Bieler
Pennsylvania
-$39.2M -1,202,951 Closed
Mitsubishi UFJ Trust & Banking
293
Mitsubishi UFJ Trust & Banking
Japan
-$3M -93,300 Closed
Man Group
294
Man Group
United Kingdom
-$2.94M -90,248 Closed
FAF
295
Första AP-fonden
Sweden
-$2.07M -63,600 Closed
Prudential Financial
296
Prudential Financial
New Jersey
-$1.32M -40,530 Closed
Skandinaviska Enskilda Banken (SEB)
297
Skandinaviska Enskilda Banken (SEB)
Sweden
-$1.19M -36,557 Closed
MCM
298
Mork Capital Management
California
-$1.15M -35,300 Closed
Marshall Wace
299
Marshall Wace
United Kingdom
-$971K -29,800 Closed
KPWS
300
Kestra Private Wealth Services
Texas
-$795K -24,413 Closed