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Overview Fund Activity

268 hedge funds and large institutions have $5.35B invested in Open Text in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 108 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+8
Holders Change %
+3.08%
% of All Funds
3.59%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
108
Reduced
87
Closed
25
Calls
$16.4M
Puts
$6.34M
Net Calls
+$10.1M
Net Calls Change
+$573K

Top Buyers

1
BIP
Brandes Investment Partners
California
$244M
2
Fidelity International
Fidelity International
Bermuda
$236M
3
Goldman Sachs
Goldman Sachs
New York
$80.5M
4
MP
Mangrove Partners
Connecticut
$32.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$226M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$161M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$86.9M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
$92.1M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$8.16M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
176
Advisors Asset Management
Colorado
$395K +$81.6K +2,795 +26%
MGP
177
Metis Global Partners
California
$387K +$29.6K +1,013 +8%
Prudential Financial
178
Prudential Financial
New Jersey
$385K – – –
OAM
179
Oppenheimer Asset Management
New York
$385K +$10.8K +370 +3%
AWA
180
Arkadios Wealth Advisors
Georgia
$349K +$3.27K +112 +0.9%
Assenagon Asset Management
181
Assenagon Asset Management
Luxembourg
$346K -$18.3K -626 -5%
NS
182
NBC Securities
Alabama
$336K +$641 +22 +0.2%
JIC
183
Johnson Investment Counsel
Ohio
$336K – – –
JSSH
184
J. Safra Sarasin Holding
$320K -$1.1M -37,782 -77%
EGM
185
Engineers Gate Manager
New York
$317K +$317K +10,856 New
Royal London Asset Management
186
Royal London Asset Management
United Kingdom
$316K – – –
RI
187
Ridgewood Investments
New Jersey
$313K +$60.2K +2,062 +24%
AI
188
Atria Investments
North Carolina
$302K +$302K +10,332 New
US Bancorp
189
US Bancorp
Minnesota
$284K -$51.7K -1,769 -15%
Citadel Advisors
190
Citadel Advisors
Florida
$281K -$782K -26,774 -74%
SFA
191
Sequoia Financial Advisors
Ohio
$268K +$268K +9,167 New
EWM
192
Empirical Wealth Management
Washington
$261K +$261K +8,939 New
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$257K -$1.07M -36,708 -81%
AC
194
Aristides Capital
Kentucky
$256K +$256K +8,784 New
Acadian Asset Management
195
Acadian Asset Management
Massachusetts
$250K -$13.4M -461,000 -98%
CFO
196
Callan Family Office
Pennsylvania
$250K +$250K +8,560 New
FFA
197
Farther Finance Advisors
California
$248K -$25.9K -888 -9%
NWAG
198
Net Worth Advisory Group
Utah
$217K +$217K +7,422 New
MFG
199
Merit Financial Group
Georgia
$208K +$208K +7,106 New
LSV Asset Management
200
LSV Asset Management
Illinois
$161K – – –
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8
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