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Open Text

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: 282300 (+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: 107 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
201
Ameriprise
Minnesota
$239K -$3.75M -105,116 -95%
AC
202
Armistice Capital
New York
$239K +$261K +7,335 New
JF
203
JMN Financial
Ohio
$237K +$259K +7,275 New
AC
204
Aristides Capital
Kentucky
$229K -$54.5K -1,528 -18%
PAG
205
Private Advisor Group
New Jersey
$229K -$5.45K -153 -2%
CM
206
Caption Management
Oklahoma
$228K
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$220K -$214 -6 -0.1%
HIM
208
Hillsdale Investment Management
Ontario, Canada
$217K +$237K +6,650 New
BCI
209
Brinker Capital Investments
Pennsylvania
$216K +$236K +6,616 New
GT
210
Glenmede Trust
Pennsylvania
$214K +$234K +6,578 New
Citadel Advisors
211
Citadel Advisors
Florida
$213K -$408K -11,441 -64%
EWM
212
Empirical Wealth Management
Washington
$209K -$290K -8,151 -56%
UM
213
UniSuper Management
Australia
$201K
AV
214
ASR Vermogensbeheer
Netherlands
$200K -$7.5M -210,368 -97%
US Bancorp
215
US Bancorp
Minnesota
$197K -$1.18K -33 -0.5%
LSV Asset Management
216
LSV Asset Management
Illinois
$179K
IA
217
IFP Advisors
Florida
$126K -$27.3K -765 -17%
BAM
218
Byrne Asset Management
New Jersey
$118K +$129K +3,632 New
CF
219
Centaurus Financial
California
$118K +$3.39K +95 +3%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$109K +$43K +1,207 +56%
PIM
221
Plato Investment Management
Australia
$93.2K
AF
222
Allworth Financial
California
$91.6K +$3.03K +85 +3%
Osaic Holdings
223
Osaic Holdings
Arizona
$89.9K +$35.6K +999 +57%
S
224
SignatureFD
Georgia
$89.2K +$7.02K +197 +8%
DCU
225
Dara Capital US
Florida
$88.6K +$96.9K +2,720 New

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.