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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
FFA
201
Farther Finance Advisors
California
$248K -$24.1K -888 -9%
NWAG
202
Net Worth Advisory Group
Utah
$217K +$202K +7,422 New
MFG
203
Merit Financial Group
Georgia
$208K +$193K +7,106 New
LSV Asset Management
204
LSV Asset Management
Illinois
$161K
VEA
205
Virtus ETF Advisers
New York
$155K
SG Americas Securities
206
SG Americas Securities
New York
$150K +$140K +5,140 New
PAM
207
Parvin Asset Management
South Dakota
$116K -$7.47K -275 -6%
CF
208
Centaurus Financial
California
$114K +$106K +3,915 New
Optiver Holding
209
Optiver Holding
Netherlands
$102K +$83.8K +3,083 +781%
GAM
210
Generali Asset Management
Italy
$94.2K
Barclays
211
Barclays
United Kingdom
$92.2K +$84.1K +3,094 +4,760%
PIM
212
Plato Investment Management
Australia
$82.7K -$1.28M -47,154 -94%
AF
213
Allworth Financial
California
$79.6K -$245 -9 -0.3%
N
214
Natixis
France
$70.3K -$32.1K -1,181 -33%
S
215
SignatureFD
Georgia
$65.6K -$46.9K -1,727 -43%
EWA
216
EverSource Wealth Advisors
Alabama
$58.6K +$15.5K +570 +40%
VCM
217
Versant Capital Management
Arizona
$57.7K +$25.3K +930 +89%
NVCHI
218
New Vernon Capital Holdings II
New Jersey
$52.4K +$48.7K +1,791 New
Osaic Holdings
219
Osaic Holdings
Arizona
$52.2K +$25.5K +937 +109%
AAP
220
Arax Advisory Partners
Colorado
$48.2K +$44.9K +1,652 New
W
221
WealthCollab
Washington
$47.9K +$12.6K +464 +39%
CH
222
Cromwell Holdings
Wyoming
$47.7K +$9.57K +352 +27%
MCM
223
MAI Capital Management
Ohio
$46.6K +$16K +590 +59%
RhumbLine Advisers
224
RhumbLine Advisers
Massachusetts
$40.5K -$326 -12 -0.9%
PNC Financial Services Group
225
PNC Financial Services Group
Pennsylvania
$38.3K +$5.9K +217 +20%

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.