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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
KCM
326
Kendall Capital Management
Maryland
$1.31M -$598K -2,483 -32%
AWA
327
Arete Wealth Advisors
Illinois
$1.3M -$2.41K -10 -0.2%
MFG
328
Monte Financial Group
Connecticut
$1.28M -$58.5K -243 -5%
AI
329
Atria Investments
North Carolina
$1.28M -$287K -1,194 -19%
CI
330
Capital International
California
$1.26M +$1.2M +4,989 New
WIC
331
Wilkins Investment Counsel
Massachusetts
$1.25M -$2.07M -8,601 -63%
DFCM
332
Dark Forest Capital Management
Puerto Rico
$1.23M -$253K -1,052 -18%
MSU
333
Mizuho Securities USA
New York
$1.22M -$64.5K -268 -5%
AIM
334
Aurora Investment Managers
Florida
$1.21M
Baird Financial Group
335
Baird Financial Group
Wisconsin
$1.2M -$1.9M -7,886 -62%
CGH
336
Crossmark Global Holdings
Texas
$1.19M -$362K -1,502 -24%
FRM
337
Fox Run Management
Connecticut
$1.19M +$1.14M +4,717 New
KRS
338
Kentucky Retirement Systems
Kentucky
$1.19M
MP
339
McDonald Partners
Ohio
$1.17M -$50.5K -210 -4%
Wellington Management Group
340
Wellington Management Group
Massachusetts
$1.17M +$29.6K +123 +3%
PWM
341
Perigon Wealth Management
California
$1.13M +$228K +948 +27%
PAM
342
Panagora Asset Management
Massachusetts
$1.09M -$2.41K -10 -0.2%
OSAM
343
O'Shaughnessy Asset Management
Connecticut
$1.09M -$1.18M -4,907 -53%
CFM
344
Catalyst Funds Management
Australia
$1.08M +$1.03M +4,280 New
NB
345
Norinchukin Bank
Japan
$1.07M +$10.1K +42 +1%
Bank Julius Baer & Co
346
Bank Julius Baer & Co
Switzerland
$1.06M -$799K -3,318 -44%
KF
347
Krilogy Financial
Missouri
$1.06M +$497K +2,063 +86%
HIMCH
348
Hartford Investment Management Co (HIMCO)
Connecticut
$1.05M -$64.3K -267 -6%
PGFC
349
Peapack-Gladstone Financial Corp
New Jersey
$1.04M -$101K -419 -9%
MGP
350
Metis Global Partners
California
$1.03M -$43.8K -182 -4%