798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
301
Credit Agricole
France
$1.66M
AWA
302
Arkadios Wealth Advisors
Georgia
$1.63M
TC
303
Tejara Capital
United Kingdom
$1.61M
IMCOOI
304
Investment Management Corp of Ontario (IMCO)
Canada
$1.61M
Vontobel Holding
305
Vontobel Holding
Switzerland
$1.56M
CGPCS
306
Capital Group Private Client Services
California
$1.54M
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52M
BFA
308
Buttonwood Financial Advisors
Maryland
$1.52M
AC
309
Allstate Corporation
Illinois
$1.44M
MTIM
310
Marathon Trading Investment Management
Pennsylvania
$1.44M
STA
311
Summit Trail Advisors
New York
$1.42M
Commonwealth Equity Services
312
Commonwealth Equity Services
Massachusetts
$1.4M
CWM
313
Connecticut Wealth Management
Connecticut
$1.4M
AIMCA
314
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.36M
TAMH
315
Taikang Asset Management (HK)
Hong Kong
$1.35M
FPAS
316
Focus Partners Advisor Solutions
Missouri
$1.35M
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$1.34M
US Bancorp
318
US Bancorp
Minnesota
$1.32M
CG
319
Cynosure Group
Utah
$1.32M
KCM
320
Kendall Capital Management
Maryland
$1.31M
AWA
321
Arete Wealth Advisors
Illinois
$1.3M
MFG
322
Monte Financial Group
Connecticut
$1.28M
AI
323
Atria Investments
North Carolina
$1.28M
CI
324
Capital International
California
$1.26M
WIC
325
Wilkins Investment Counsel
Massachusetts
$1.25M