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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
A
51
AustralianSuper
Australia
$13.6M +$4.51M +165,836 +56%
UBS AM
52
UBS AM
Illinois
$13.5M +$2.47M +90,786 +24%
MSC
53
MUFG Securities (Canada)
New York
$12.8M +$993K +36,528 +9%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$12.5M -$332K -12,217 -3%
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.2M +$4.01M +147,700 +55%
Bank of America
56
Bank of America
North Carolina
$11.4M -$13.9M -510,558 -57%
UBS Group
57
UBS Group
Switzerland
$11.4M +$2.86M +105,342 +37%
PCH
58
Polar Capital Holdings
United Kingdom
$10.9M +$112K +4,114 +1%
CGH
59
Crossmark Global Holdings
Texas
$10.7M +$202K +7,434 +2%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$10.1M -$9.68M -356,116 -51%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$9.18M +$1.84M +67,762 +27%
PC
62
Permit Capital
Pennsylvania
$9.05M +$815K +30,000 +11%
SC
63
Scotia Capital
Ontario, Canada
$8.94M -$2.58M -94,777 -23%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$8.23M +$401K +14,758 +6%
CIBC Asset Management
65
CIBC Asset Management
Ontario, Canada
$8.16M -$19.3M -709,929 -72%
SRAIM
66
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$8.1M +$106K +3,890 +1%
SEI Investments
67
SEI Investments
Pennsylvania
$8.06M +$898K +33,029 +14%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$7.94M -$2.15M -79,236 -23%
AAF
69
Andra AP-fonden
Sweden
$7.87M -$4.78M -176,000 -47%
CPCM
70
Cardinal Point Capital Management
Ontario, Canada
$7.62M -$34.4K -1,265 -0.5%
American Century Companies
71
American Century Companies
Missouri
$7.46M -$3.28M -120,686 -32%
NEI
72
Northwest & Ethical Investments
Ontario, Canada
$6.83M +$393K +14,471 +7%
Citigroup
73
Citigroup
New York
$6.62M +$2.89M +106,467 +88%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$6.54M -$2.3M -84,800 -27%
AV
75
ASR Vermogensbeheer
Netherlands
$6.19M +$1.97M +72,397 +52%

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.