We are live on ! Find out more

812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
301
Pathstone Holdings
New Jersey
$1.83M -$374K -1,553 -18%
LTAS
302
Linden Thomas Advisory Services
North Carolina
$1.83M -$43.6K -181 -2%
YCM
303
Yousif Capital Management
Michigan
$1.83M -$181K -750 -8%
AF
304
Avanza Fonder
Sweden
$1.79M
FAN
305
Financial Advisors Network
California
$1.73M +$174K +725 +12%
CRC
306
Curi RMB Capital
Illinois
$1.71M +$826K +3,431 +103%
Credit Agricole
307
Credit Agricole
France
$1.66M -$460K -1,911 -22%
AWA
308
Arkadios Wealth Advisors
Georgia
$1.63M -$2.41K -10 -0.2%
TC
309
Tejara Capital
United Kingdom
$1.61M +$1.54M +6,400 New
IMCOOI
310
Investment Management Corp of Ontario (IMCO)
Canada
$1.61M +$362K +1,505 +31%
Vontobel Holding
311
Vontobel Holding
Switzerland
$1.56M +$978K +4,065 +193%
CGPCS
312
Capital Group Private Client Services
California
$1.54M -$11.8K -49 -0.8%
TRSOTSOK
313
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52M
BFA
314
Buttonwood Financial Advisors
Maryland
$1.52M +$4.81K +20 +0.3%
AC
315
Allstate Corporation
Illinois
$1.44M +$684K +2,842 +99%
MTIM
316
Marathon Trading Investment Management
Pennsylvania
$1.44M +$1.37M +5,695 New
STA
317
Summit Trail Advisors
New York
$1.42M +$31K +129 +2%
Commonwealth Equity Services
318
Commonwealth Equity Services
Massachusetts
$1.4M +$403K +1,673 +43%
CWM
319
Connecticut Wealth Management
Connecticut
$1.4M +$47.2K +196 +4%
AIMCA
320
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.36M +$1.3M +5,400 New
TAMH
321
Taikang Asset Management (HK)
Hong Kong
$1.35M
FPAS
322
Focus Partners Advisor Solutions
Missouri
$1.35M +$316K +1,312 +33%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$1.34M +$148K +616 +13%
US Bancorp
324
US Bancorp
Minnesota
$1.32M -$68.8K -286 -5%
CG
325
Cynosure Group
Utah
$1.32M +$700K +2,910 +126%