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Open Text

271 hedge funds and large institutions have $4.54B invested in Open Text in 2026 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $15M | Put options by funds: $9.07M

32% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 85

7% more capital invested

Capital invested by funds: $4.26B → $4.54B (+$282M)

5.98% more ownership

Funds ownership: 77.67%83.65% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less funds holding

Funds holding: 289271 (-18)

22% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 58

Holders
271
Holders Change
-18
Holders Change %
-6.23%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
45
Increased
112
Reduced
85
Closed
58
Calls
$15M
Puts
$9.07M
Net Calls
+$5.97M
Net Calls Change
+$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
201
Nykredit A/S
Denmark
$179K +$184K +8,100 New
S
202
SignatureFD
Georgia
$160K +$48.8K +2,150 +43%
LSV Asset Management
203
LSV Asset Management
Illinois
$122K
PA
204
Parallel Advisors
California
$115K +$22.5K +993 +24%
BAM
205
Byrne Asset Management
New Jersey
$107K +$11.3K +500 +12%
FFA
206
Farther Finance Advisors
California
$101K -$164K -7,234 -61%
NVCHI
207
New Vernon Capital Holdings II
New Jersey
$97.9K +$19.1K +842 +24%
US Bancorp
208
US Bancorp
Minnesota
$84.4K -$27K -1,190 -24%
Osaic Holdings
209
Osaic Holdings
Arizona
$64.6K +$14.7K +650 +29%
AF
210
Allworth Financial
California
$52.7K +$2.22K +98 +4%
EWA
211
EverSource Wealth Advisors
Alabama
$37.3K -$13.1K -578 -26%
GRP
212
Global Retirement Partners
California
$34.3K +$35.1K +1,549 New
W
213
WealthCollab
Washington
$28.2K +$28.9K +1,274 New
Simplex Trading
214
Simplex Trading
Illinois
$27K -$90.8K -4,005 -77%
KB
215
Kimelman & Baird
New York
$26.6K
AAP
216
Arax Advisory Partners
Colorado
$22.2K +$19.3K +852 +568%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$20.2K +$5.85K +258 +40%
IWC
218
Integrated Wealth Concepts
Massachusetts
$18.2K +$18.7K +823 New
WA
219
WPG Advisers
Maryland
$15.1K -$6.08K -268 -28%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$13.8K -$11.4K -503 -45%
BHWM
221
Beaird Harris Wealth Management
Texas
$13.7K
UBS AM
222
UBS AM
Illinois
$13.3K
Jones Financial Companies
223
Jones Financial Companies
Missouri
$12.7K -$1.23K -54 -9%
SWP
224
Strategic Wealth Partners
Ohio
$10.3K
BTI
225
Blue Trust Inc
Georgia
$9.17K

OTEX Hedge Fund Activity: Q2 2026 in Review

271 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Open Text (OTEX) for Q2 2026, worth a combined $4.54B — up 6.6% from $4.26B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of OTEX and 45 opened new positions — a net loss of 13 holders — while 85 trimmed existing stakes and 112 added.

The largest buyer was Arrowstreet Capital, adding an estimated $155M. The largest seller was Beutel, Goodman & Co, exiting entirely with an estimated $114M sold.

  • 271 institutional investors held Open Text (OTEX) as of Q2 2026, down from 289 in Q1 2026.
  • Funds reported $4.54B of Open Text stock for Q2 2026, up 6.6% quarter-over-quarter.
  • 45 funds opened new Open Text positions in Q2 2026 and 58 closed out, a net change of -13 holders.
  • The largest Open Text buyer in Q2 2026 was Arrowstreet Capital, an estimated $155M added.
  • The largest Open Text seller in Q2 2026 was Beutel, Goodman & Co, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2026.