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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
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$769M +$711M +19,948,681 +547%
Fidelity International
2
Fidelity International
Bermuda
$396M +$23.3M +655,000 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M -$2.68M -75,134 -0.6%
First Trust Advisors
4
First Trust Advisors
Illinois
$374M +$87.9M +2,466,264 +27%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$350M +$40M +1,122,320 +12%
BIP
6
Brandes Investment Partners
California
$297M +$3.8M +106,766 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$289M -$51.5M -1,446,416 -14%
LBA
8
Letko, Brosseau & Associates
Quebec, Canada
$185M +$992K +27,825 +0.5%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$182M -$15.9M -446,707 -7%
GCC
10
Guardian Capital (Canada)
Ontario, Canada
$121M -$14.4M -405,297 -10%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$120M -$26.4M -741,476 -17%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$109M +$26.6M +747,756 +29%
Norges Bank
13
Norges Bank
Norway
$107M +$117M +3,276,237 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$103M -$4.52M -126,872 -4%
Morgan Stanley
15
Morgan Stanley
New York
$94M +$44.7M +1,253,405 +77%
National Bank of Canada
16
National Bank of Canada
Quebec, Canada
$91M +$9.46M +265,335 +10%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$88.9M +$5.13M +143,996 +6%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$84.2M -$5.14M -144,370 -5%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$83.5M +$14.7M +411,131 +19%
ClearBridge Investments
20
ClearBridge Investments
New York
$79.6M -$2.66M -74,557 -3%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$76M +$720K +20,193 +0.9%
NSCM
22
New South Capital Management
Tennessee
$75.7M -$673K -18,875 -0.8%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$74.1M +$1.76M +49,407 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$73M +$1.03M +29,001 +1%
Invesco
25
Invesco
Georgia
$72.8M -$10.2M -286,457 -11%

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.