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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
HSBC Holdings
301
HSBC Holdings
United Kingdom
– -$22M -588,482 Closed
AIM
302
Achmea Investment Management
Netherlands
– -$5.68M -152,028 Closed
SFI
303
Susquehanna Fundamental Investments
Pennsylvania
– -$3.26M -87,200 Closed
Zurich Cantonal Bank
304
Zurich Cantonal Bank
Switzerland
– -$2.54M -71,168 Closed
Natixis Advisors
305
Natixis Advisors
Massachusetts
– -$1.81M -48,462 Closed
IIM
306
INTECH Investment Management
Florida
– -$1.42M -37,911 Closed
SAG
307
Susquehanna Advisors Group
Pennsylvania
– -$1.22M -32,600 Closed
BGCP
308
Bristol Gate Capital Partners
Ontario, Canada
– -$1.2M -32,098 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
309
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.04M -27,718 Closed
NIM
310
Nexus Investment Management
Ontario, Canada
– -$669K -17,890 Closed
ALAM
311
Asahi Life Asset Management
Japan
– -$368K -9,840 Closed
Simplex Trading
312
Simplex Trading
Illinois
– -$258K -7,242 Closed
SG Americas Securities
313
SG Americas Securities
New York
– -$146K -3,914 Closed
VEA
314
Virtus ETF Advisers
New York
– -$174K -3,345 Closed
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
– -$32.6K -872 Closed
Walleye Capital
316
Walleye Capital
New York
– -$28.7K -769 Closed
RWM
317
Rialto Wealth Management
New York
– -$14.5K -387 Closed
BBHC
318
Brown Brothers Harriman & Co
New York
– -$11.4K -305 Closed
PS
319
Principal Securities
Iowa
– -$9.79K -262 Closed
ASN
320
Advisory Services Network
Georgia
– -$3.85K -103 Closed
CFO
321
CVA Family Office
Colorado
– -$1.42K -38 Closed
WANY
322
Wealthspire Advisors (New York)
New York
– -$324 -9 Closed
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.