We are live on ! Find out more
OTEX icon

Open Text
OTEX

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
PM
151
Pembroke Management
Quebec, Canada
$882K +$703K +19,733 New
PAM
152
Parvin Asset Management
South Dakota
$874K +$815K +22,880 +578%
AA
153
ALPS Advisors
Colorado
$827K +$25.9K +726 +3%
Massachusetts Financial Services
154
Massachusetts Financial Services
Massachusetts
$818K -$17.5K -491 -2%
LWCFA
155
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$797K – – –
KPWS
156
Kestra Private Wealth Services
Texas
$795K +$6.59K +185 +0.8%
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$787K +$232K +6,500 +37%
Mariner
158
Mariner
Kansas
$778K +$66.6K +1,868 +8%
CP
159
Cumberland Partners
Ontario, Canada
$766K +$535K +15,000 +176%
VPIM
160
Vanguard Personalized Indexing Management
California
$760K -$44.7K -1,254 -5%
CFO
161
Callan Family Office
Pennsylvania
$749K +$819K +22,990 New
NA
162
NewEdge Advisors
Louisiana
$743K -$8.52K -239 -1%
AF
163
Avanza Fonder
Sweden
$735K – – –
Victory Capital Management
164
Victory Capital Management
Texas
$671K +$103K +2,882 +16%
LWAM
165
Legacy Wealth Asset Management
Minnesota
$657K -$8.48K -238 -1%
VanEck Associates
166
VanEck Associates
New York
$643K -$31.5K -885 -4%
BIM
167
Bridges Investment Management
Nebraska
$639K -$808K -22,670 -54%
AWM
168
Avior Wealth Management
Nebraska
$602K -$531K -14,905 -45%
TRCT
169
Tower Research Capital (TRC)
New York
$582K +$466K +13,074 +272%
RFA
170
RTD Financial Advisors
Pennsylvania
$561K -$148K -4,141 -19%
Assenagon Asset Management
171
Assenagon Asset Management
Luxembourg
$522K -$117K -3,279 -17%
AAM
172
Advisors Asset Management
Colorado
$517K +$91.6K +2,570 +19%
CC
173
Centiva Capital
New York
$514K +$563K +15,788 New
GIBU
174
Gulf International Bank (UK)
United Kingdom
$513K – – –
VA
175
Vident Advisory
Georgia
$512K +$19.8K +555 +4%
5 6
7
8 9

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.