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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
B
276
Birchbrook
Maine
$2.64K +$2.89K +81 New
JWA
277
JFS Wealth Advisors
Pennsylvania
$2.44K +$998 +28 +60%
ZBNA
278
Zions Bancorporation, National Association
Utah
$2.35K – – –
KG
279
Kilter Group
New York
$2.09K +$1.57K +44 +220%
BGAI
280
Bruce G. Allen Investments
Colorado
$1.69K – – –
TWD
281
True Wealth Design
Ohio
$1.56K +$570 +16 +50%
SPIA
282
Steward Partners Investment Advisory
New York
$1.49K – – –
CPG
283
Cornerstone Planning Group
New Jersey
$1.34K +$1.25K +35 +250%
HFS
284
Hughes Financial Services
Virginia
$1.3K – – –
ANBT
285
American National Bank & Trust
Texas
$1.3K +$1.43K +40 New
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$1.27K – – –
BFS
287
Bare Financial Services
Pennsylvania
$1.17K – – –
TC
288
Tacita Capital
Ontario, Canada
$1.07K +$1.18K +33 New
GWM
289
Geneos Wealth Management
Colorado
$1.04K – – –
TPCW
290
TD Private Client Wealth
New York
$880 +$962 +27 New
AFC
291
Ares Financial Consulting
California
$586 +$641 +18 New
RFP
292
Root Financial Partners
California
$456 -$107 -3 -18%
AA
293
Ancora Advisors
Ohio
$424 +$463 +13 New
Nisa Investment Advisors
294
Nisa Investment Advisors
Missouri
$391 +$428 +12 New
CFD
295
Creative Financial Designs
Indiana
$228 +$249 +7 New
MCM
296
MV Capital Management
Maryland
$163 +$178 +5 New
AW
297
Ankerstar Wealth
Texas
$130 +$143 +4 New
HNB
298
Huntington National Bank
Ohio
$33 – – –
GFA
299
Godfrey Financial Associates
New York
$33 +$36 +1 New
AssetMark Inc
300
AssetMark Inc
California
$25 – – –
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.