778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
301
Tower Research Capital (TRC)
New York
$1.68M
AIM
302
Aigen Investment Management
New York
$1.65M
AI
303
Atria Investments
North Carolina
$1.64M
CGH
304
Crossmark Global Holdings
Texas
$1.64M
UF
305
Univest Financial
Pennsylvania
$1.64M
N
306
Numerai
California
$1.63M
MGWM
307
Marks Group Wealth Management
Minnesota
$1.62M
CGPCS
308
Capital Group Private Client Services
California
$1.62M
FAN
309
Financial Advisors Network
California
$1.61M
TRSOTSOK
310
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M
BFA
311
Buttonwood Financial Advisors
Maryland
$1.58M
CS
312
Candriam SCA
Luxembourg
$1.57M
PCA
313
Pallas Capital Advisors
Massachusetts
$1.56M
Focus Partners Wealth
314
Focus Partners Wealth
Massachusetts
$1.56M
DFCM
315
Dark Forest Capital Management
Puerto Rico
$1.56M
HCMT
316
Highland Capital Management (Tennessee)
Tennessee
$1.5M
MFG
317
Merit Financial Group
Georgia
$1.49M
VCM
318
Voleon Capital Management
California
$1.47M
US Bancorp
319
US Bancorp
Minnesota
$1.45M
STA
320
Summit Trail Advisors
New York
$1.45M
TSS
321
Two Sigma Securities
New York
$1.44M
TC
322
TownSquare Capital
Utah
$1.42M
TAMH
323
Taikang Asset Management (HK)
Hong Kong
$1.41M
CWM
324
Connecticut Wealth Management
Connecticut
$1.41M
MFG
325
Monte Financial Group
Connecticut
$1.4M