785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Connecticut Wealth Management
Connecticut
$1.41M
MFG
327
Monte Financial Group
Connecticut
$1.4M
MSU
328
Mizuho Securities USA
New York
$1.39M
JSSH
329
J. Safra Sarasin Holding
$1.38M
AWA
330
Arete Wealth Advisors
Illinois
$1.36M
AIM
331
Achmea Investment Management
Netherlands
$1.36M
PA
332
PFG Advisors
Arizona
$1.33M
ALMGDA
333
AG2R La Mondiale Gestion d'Actifs
France
$1.29M
IMCOOI
334
Investment Management Corp of Ontario (IMCO)
Canada
$1.28M
MP
335
McDonald Partners
Ohio
$1.27M
AIM
336
Aurora Investment Managers
Florida
$1.26M
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$1.24M
KRS
338
Kentucky Retirement Systems
Kentucky
$1.24M
AIM
339
AXA Investment Managers
France
$1.23M
BJL
340
Brighton Jones LLC
Washington
$1.2M
SGI
341
Summit Global Investments
Utah
$1.2M
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$1.2M
Wellington Management Group
343
Wellington Management Group
Massachusetts
$1.19M
HIMCH
344
Hartford Investment Management Co (HIMCO)
Connecticut
$1.16M
PAM
345
Panagora Asset Management
Massachusetts
$1.14M
QCG
346
Quadrant Capital Group
Ohio
$1.14M
NAAA
347
New Age Alpha Advisors
New York
$1.13M
MGP
348
Metis Global Partners
California
$1.12M
CAG
349
Crestwood Advisors Group
Massachusetts
$1.12M
NB
350
Norinchukin Bank
Japan
$1.11M