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Open Text

272 hedge funds and large institutions have $5.36B invested in Open Text in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $6.34M

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

24% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 89

14% more capital invested

Capital invested by funds: $4.69B → $5.36B (+$667M)

3% more funds holding

Funds holding: 265272 (+7)

1.83% more ownership

Funds ownership: 69.67%71.5% (+1.8%)

Holders
272
Holders Change
+7
Holders Change %
+2.64%
% of All Funds
3.58%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
37
Increased
110
Reduced
89
Closed
24
Calls
$16.4M
Puts
$6.34M
Net Calls
+$10.1M
Net Calls Change
+$573K
Name Holding Trade Value Shares
Change
Change in
Stake
NSCM
26
New South Capital Management
Tennessee
$68.2M -$1.65M -60,837 -3%
CU
27
CDAM (UK)
United Kingdom
$63.7M -$2.67M -98,283 -4%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$56.8M -$2.25M -82,634 -4%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$56.3M +$3.78M +138,989 +8%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$50.8M +$20.7M +762,993 +78%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$50.2M -$4.85M -178,541 -9%
Legal & General Group
32
Legal & General Group
United Kingdom
$49.3M +$2.97M +109,246 +7%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$45.2M +$8.15M +300,000 +24%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.2M -$10.8M -397,317 -23%
BlackRock
35
BlackRock
New York
$38.8M +$1.73M +63,782 +5%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4M -$3.07M -112,999 -9%
JP Morgan Chase
37
JP Morgan Chase
New York
$32.4M -$1.07M -39,290 -3%
MP
38
Mangrove Partners
Connecticut
$32.2M +$30M +1,102,346 New
Deutsche Bank
39
Deutsche Bank
Germany
$30.1M +$3.47M +127,649 +14%
TWC
40
TD Waterhouse Canada
Ontario, Canada
$27.3M -$2.79M -102,526 -10%
CAM
41
Cidel Asset Management
Ontario, Canada
$27.2M +$513K +18,872 +2%
Morgan Stanley
42
Morgan Stanley
New York
$26.9M +$440K +16,205 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$23M +$1.04M +38,400 +5%
Axa
44
Axa
France
$21.3M +$11.3M +415,188 +132%
Charles Schwab
45
Charles Schwab
California
$20.5M +$612K +22,503 +3%
Amundi
46
Amundi
France
$18.5M +$4.19M +154,210 +33%
IIM
47
Intact Investment Management
Quebec, Canada
$17.6M -$89.7K -3,300 -0.5%
Toronto Dominion Bank
48
Toronto Dominion Bank
Ontario, Canada
$15.5M +$147K +5,422 +1%
BA
49
Bridgewater Associates
Connecticut
$14.3M -$64.6K -2,377 -0.5%
EIP
50
Easterly Investment Partners
Massachusetts
$13.8M -$563K -20,718 -4%

OTEX Hedge Fund Activity: Q2 2025 in Review

272 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q2 2025, worth a combined $5.36B — up 14% from $4.69B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OTEX positions and 24 closed out — a net gain of 13 holders — while 110 added to existing stakes and 89 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $68.1M. The largest seller was Harris Associates, cutting an estimated $94.6M.

  • 272 institutional investors held Open Text (OTEX) as of Q2 2025, up from 265 in Q1 2025.
  • Funds reported $5.36B of Open Text stock for Q2 2025, up 14% quarter-over-quarter.
  • 37 funds opened new Open Text positions in Q2 2025 and 24 closed out, a net change of +13 holders.
  • The largest Open Text buyer in Q2 2025 was Brandes Investment Partners, an estimated $68.1M added.
  • The largest Open Text seller in Q2 2025 was Harris Associates, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2025.