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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

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

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
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$697K +$50K +272 +7%
Allspring Global Investments
327
Allspring Global Investments
North Carolina
$694K +$117K +638 +17%
NG
328
Novem Group
New York
$693K +$65.3K +355 +9%
1WA
329
180 Wealth Advisors
Washington
$686K +$798K +4,335 New
PAM
330
Panagora Asset Management
Massachusetts
$685K
MSU
331
Mizuho Securities USA
New York
$674K -$182K -989 -19%
NB
332
Norinchukin Bank
Japan
$668K -$7.36K -40 -0.9%
NA
333
NewEdge Advisors
Louisiana
$658K +$136K +738 +22%
WA
334
Waddell & Associates
Tennessee
$656K +$433K +2,356 +132%
CCM
335
Coldstream Capital Management
Washington
$636K +$127K +689 +21%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$632K -$56.7K -308 -7%
Vontobel Holding
337
Vontobel Holding
Switzerland
$632K -$401K -2,177 -35%
HIMCH
338
Hartford Investment Management Co (HIMCO)
Connecticut
$632K -$31.3K -170 -4%
CWM
339
Connecticut Wealth Management
Connecticut
$629K -$289K -1,571 -28%
PWM
340
Perigon Wealth Management
California
$615K -$107K -580 -13%
FMI
341
Frec Markets Inc
California
$605K +$444K +2,414 +172%
AF
342
Allworth Financial
California
$599K +$363K +1,973 +109%
STA
343
Shade Tree Advisors
New York
$592K
AI
344
Atom Investors
Texas
$590K +$686K +3,728 New
WA
345
Waverly Advisors
Alabama
$587K +$320K +1,740 +88%
WC
346
Westerkirk Capital
$584K
CMF
347
Counterpoint Mutual Funds
California
$583K +$677K +3,682 New
GAM
348
Generali Asset Management
Italy
$579K +$15.8K +86 +2%
ECM
349
Evergreen Capital Management
Washington
$570K +$338K +1,837 +104%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$570K -$18.4K -100 -3%