We are live on ! Find out more

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

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

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
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
$109M
Puts
$49.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
376
Robertson Stephens Wealth Management
California
$475K
CRC
377
Curi RMB Capital
Illinois
$471K
LNWTC
378
Laird Norton Wetherby Trust Company
Washington
$467K
KAS
379
Kestra Advisory Services
Texas
$466K
MSE
380
MUFG Securities EMEA
United Kingdom
$457K
KPWS
381
Kestra Private Wealth Services
Texas
$457K
CFO
382
Callan Family Office
Pennsylvania
$457K
ECM
383
Everence Capital Management
Indiana
$453K
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$444K
AWA
385
ARQ Wealth Advisors
Arizona
$441K
PFA
386
Pure Financial Advisors
California
$434K
TMAM
387
Tokio Marine Asset Management
Japan
$433K
EWA
388
EverSource Wealth Advisors
Alabama
$430K
DWP
389
Daymark Wealth Partners
Ohio
$430K
VT
390
Vise Technologies
New York
$430K
EF
391
Empirical Finance
Pennsylvania
$427K
BFM
392
Boothbay Fund Management
New York
$425K
VI
393
Vestcor Inc
New Brunswick, Canada
$425K
VA
394
VestGen Advisors
Illinois
$423K
SCB
395
Saudi Central Bank
Saudi Arabia
$421K
SPIA
396
Steward Partners Investment Advisory
New York
$421K
GXJ
397
Global X Japan
Japan
$420K
GC
398
Globeflex Capital
California
$419K
SOAM
399
SBI Okasan Asset Management
Japan
$414K
WF
400
Welch & Forbes
Massachusetts
$412K