We are live on ! Find out more

712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
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
$109M
Puts
$49.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$697K
Allspring Global Investments
327
Allspring Global Investments
North Carolina
$694K
NG
328
Novem Group
New York
$693K
1WA
329
180 Wealth Advisors
Washington
$686K
PAM
330
Panagora Asset Management
Massachusetts
$685K
MSU
331
Mizuho Securities USA
New York
$674K
NB
332
Norinchukin Bank
Japan
$668K
NA
333
NewEdge Advisors
Louisiana
$658K
WA
334
Waddell & Associates
Tennessee
$656K
CCM
335
Coldstream Capital Management
Washington
$636K
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$632K
Vontobel Holding
337
Vontobel Holding
Switzerland
$632K
HIMCH
338
Hartford Investment Management Co (HIMCO)
Connecticut
$632K
CWM
339
Connecticut Wealth Management
Connecticut
$629K
PWM
340
Perigon Wealth Management
California
$615K
FMI
341
Frec Markets Inc
California
$605K
AF
342
Allworth Financial
California
$599K
STA
343
Shade Tree Advisors
New York
$592K
AI
344
Atom Investors
Texas
$590K
WA
345
Waverly Advisors
Alabama
$587K
WC
346
Westerkirk Capital
$584K
CMF
347
Counterpoint Mutual Funds
California
$583K
GAM
348
Generali Asset Management
Italy
$579K
ECM
349
Evergreen Capital Management
Washington
$570K
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$570K