809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 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 → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
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
AWA
326
Arete Wealth Advisors
Illinois
$1.3M
MFG
327
Monte Financial Group
Connecticut
$1.28M
AI
328
Atria Investments
North Carolina
$1.28M
CI
329
Capital International
California
$1.26M
WIC
330
Wilkins Investment Counsel
Massachusetts
$1.25M
DFCM
331
Dark Forest Capital Management
Puerto Rico
$1.23M
MSU
332
Mizuho Securities USA
New York
$1.22M
AIM
333
Aurora Investment Managers
Florida
$1.21M
Baird Financial Group
334
Baird Financial Group
Wisconsin
$1.2M
CGH
335
Crossmark Global Holdings
Texas
$1.19M
FRM
336
Fox Run Management
Connecticut
$1.19M
KRS
337
Kentucky Retirement Systems
Kentucky
$1.19M
MP
338
McDonald Partners
Ohio
$1.17M
Wellington Management Group
339
Wellington Management Group
Massachusetts
$1.17M
PWM
340
Perigon Wealth Management
California
$1.13M
PAM
341
Panagora Asset Management
Massachusetts
$1.09M
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$1.09M
CFM
343
Catalyst Funds Management
Australia
$1.08M
NB
344
Norinchukin Bank
Japan
$1.07M
Bank Julius Baer & Co
345
Bank Julius Baer & Co
Switzerland
$1.06M
KF
346
Krilogy Financial
Missouri
$1.06M
HIMCH
347
Hartford Investment Management Co (HIMCO)
Connecticut
$1.05M
PGFC
348
Peapack-Gladstone Financial Corp
New Jersey
$1.04M
MGP
349
Metis Global Partners
California
$1.03M
NG
350
Novem Group
New York
$1.01M