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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
HBCM
176
Heron Bay Capital Management
Michigan
$439K +$20.9K +770 +5%
VF
177
Vest Financial
Virginia
$402K +$28.4K +1,045 +8%
VA
178
Vident Advisory
Georgia
$400K +$55.7K +2,048 +18%
MGP
179
M&G plc
United Kingdom
$396K
AAM
180
Advisors Asset Management
Colorado
$395K +$76K +2,795 +26%
MGP
181
Metis Global Partners
California
$387K +$27.5K +1,013 +8%
Prudential Financial
182
Prudential Financial
New Jersey
$385K
OAM
183
Oppenheimer Asset Management
New York
$385K +$10.1K +370 +3%
AWA
184
Arkadios Wealth Advisors
Georgia
$349K +$3.04K +112 +0.9%
Assenagon Asset Management
185
Assenagon Asset Management
Luxembourg
$346K -$17K -626 -5%
NS
186
NBC Securities
Alabama
$336K +$598 +22 +0.2%
JIC
187
Johnson Investment Counsel
Ohio
$336K
JSSH
188
J. Safra Sarasin Holding
$320K -$1.03M -37,782 -77%
EGM
189
Engineers Gate Manager
New York
$317K +$295K +10,856 New
Royal London Asset Management
190
Royal London Asset Management
United Kingdom
$316K
RI
191
Ridgewood Investments
New Jersey
$313K +$56K +2,062 +24%
AI
192
Atria Investments
North Carolina
$302K +$281K +10,332 New
US Bancorp
193
US Bancorp
Minnesota
$284K -$48.1K -1,769 -15%
Citadel Advisors
194
Citadel Advisors
Florida
$281K -$728K -26,774 -74%
SFA
195
Sequoia Financial Advisors
Ohio
$268K +$249K +9,167 New
EWM
196
Empirical Wealth Management
Washington
$261K +$243K +8,939 New
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$257K -$998K -36,708 -81%
AC
198
Aristides Capital
Kentucky
$256K +$239K +8,784 New
Acadian Asset Management
199
Acadian Asset Management
Massachusetts
$250K -$12.5M -461,000 -98%
CFO
200
Callan Family Office
Pennsylvania
$250K +$233K +8,560 New

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.