We are live on ! Find out more

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
AC
376
AXQ Capital
New Jersey
$866K -$136K -564 -14%
TRCT
377
Tower Research Capital (TRC)
New York
$864K -$711K -2,955 -46%
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$862K -$10.8M -44,906 -93%
NA
379
NewEdge Advisors
Louisiana
$862K -$97.5K -405 -11%
CIA
380
Caerus Investment Advisors
Texas
$850K +$619K +2,571 +321%
PVI
381
Pine Valley Investments
New Jersey
$848K -$4.15M -17,238 -84%
AIP
382
Ameritas Investment Partners
Nebraska
$845K -$71K -295 -8%
MFGM
383
Marshall Financial Group (Maryland)
Maryland
$840K +$801K +3,329 New
CCM
384
Coldstream Capital Management
Washington
$839K +$137K +569 +21%
DILIC
385
Dai-ichi Life Insurance Company
Japan
$826K
EPW
386
Evolve Private Wealth
California
$818K +$780K +3,241 New
FT
387
Fiduciary Trust
Massachusetts
$805K -$72.7K -302 -9%
CL
388
CSS LLC
Illinois
$805K +$768K +3,190 New
AV
389
ASR Vermogensbeheer
Netherlands
$804K -$4.33K -18 -0.6%
EOJOAM
390
E. Ohman J:or Asset Management
Sweden
$800K
CPIG
391
Chicago Partners Investment Group
Illinois
$793K +$445K +1,847 +117%
ACA
392
Anchor Capital Advisors
Massachusetts
$792K -$152K -633 -17%
SFA
393
Sequoia Financial Advisors
Ohio
$782K +$241K +1,003 +48%
VA
394
Vident Advisory
Georgia
$776K -$92.7K -385 -11%
MSE
395
MUFG Securities EMEA
United Kingdom
$745K +$362K +1,505 +104%
NAM
396
NorthCrest Asset Manangement
Minnesota
$731K +$425K +1,765 +137%
Thrivent Financial for Lutherans
397
Thrivent Financial for Lutherans
Minnesota
$726K -$44.3K -184 -6%
VSQM
398
V-Square Quantitative Management
Illinois
$712K +$679K +2,821 New
AUB
399
Atlantic Union Bankshares
Virginia
$704K
EC
400
EntryPoint Capital
New York
$700K +$668K +2,775 New