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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
CH
326
Cromwell Holdings
Wyoming
-$53.3K -1,635 Closed
CIAM
327
Caitong International Asset Management
Hong Kong
-$52.5K -1,611 Closed
WSFS
328
Wilmington Savings Fund Society
Delaware
-$38K -1,165 Closed
GLF
329
Groupe la Francaise
France
-$36.3K -1,114 Closed
MSFP
330
Mark Sheptoff Financial Planning
Connecticut
-$26.1K -800 Closed
WC
331
Westerkirk Capital
-$22.8K -700 Closed
KAS
332
Kestra Advisory Services
Texas
-$20.7K -635 Closed
WW
333
Winnow Wealth
Texas
-$15.8K -480 Closed
PWPS
334
Pinnacle Wealth Planning Services
Ohio
-$14.5K -444 Closed
PP
335
Pacifica Partners
Canada
-$13.7K -432 Closed
TFA
336
Transamerica Financial Advisors
Florida
-$14K -430 Closed
CFB
337
Cullen/Frost Bankers
Texas
-$3.96K -121 Closed
TCM
338
Tradewinds Capital Management
Washington
-$3.26K -100 Closed
JWA
339
JFS Wealth Advisors
Pennsylvania
-$2.44K -75 Closed
BGAI
340
Bruce G. Allen Investments
Colorado
-$1.69K -52 Closed
CPG
341
Cornerstone Planning Group
New Jersey
-$1.34K -49 Closed
ANBT
342
American National Bank & Trust
Texas
-$1.3K -40 Closed
Kayne Anderson Rudnick Investment Management
343
Kayne Anderson Rudnick Investment Management
California
-$1.27K -39 Closed
CFD
344
Creative Financial Designs
Indiana
-$228 -7 Closed