803 hedge funds and large institutions have $19.8B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 257 increasing their positions, 319 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:

5% more capital invested

Capital invested by funds: $18.9B → $19.8B (+$910M)

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: 319

Holders
803
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
CRC
301
Curi RMB Capital
Illinois
$1.71M
Credit Agricole
302
Credit Agricole
France
$1.66M
AWA
303
Arkadios Wealth Advisors
Georgia
$1.63M
TC
304
Tejara Capital
United Kingdom
$1.61M
IMCOOI
305
Investment Management Corp of Ontario (IMCO)
Canada
$1.61M
Vontobel Holding
306
Vontobel Holding
Switzerland
$1.56M
CGPCS
307
Capital Group Private Client Services
California
$1.54M
TRSOTSOK
308
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52M
BFA
309
Buttonwood Financial Advisors
Maryland
$1.52M
AC
310
Allstate Corporation
Illinois
$1.44M
MTIM
311
Marathon Trading Investment Management
Pennsylvania
$1.44M
STA
312
Summit Trail Advisors
New York
$1.42M
Commonwealth Equity Services
313
Commonwealth Equity Services
Massachusetts
$1.4M
CWM
314
Connecticut Wealth Management
Connecticut
$1.4M
AIMCA
315
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.36M
TAMH
316
Taikang Asset Management (HK)
Hong Kong
$1.35M
FPAS
317
Focus Partners Advisor Solutions
Missouri
$1.35M
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$1.34M
US Bancorp
319
US Bancorp
Minnesota
$1.32M
CG
320
Cynosure Group
Utah
$1.32M
KCM
321
Kendall Capital Management
Maryland
$1.31M
AWA
322
Arete Wealth Advisors
Illinois
$1.3M
MFG
323
Monte Financial Group
Connecticut
$1.28M
AI
324
Atria Investments
North Carolina
$1.28M
CI
325
Capital International
California
$1.26M