778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 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)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
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
TCWA
401
Turtle Creek Wealth Advisors
Texas
$710K
VI
402
Vestcor Inc
New Brunswick, Canada
$706K
HPC
403
HM Payson & Co
Maine
$704K
JFG
404
Jefferies Financial Group
New York
$703K
NP
405
NorthRock Partners
Minnesota
$702K
PCM
406
Polymer Capital Management
New York
$699K
RSWM
407
Robertson Stephens Wealth Management
California
$689K
WF
408
Welch & Forbes
Massachusetts
$683K
IFWM
409
Institute for Wealth Management
Colorado
$683K
HA
410
Harbor Advisors
Florida
$657K
MP
411
Mangrove Partners
Connecticut
$649K
Cambridge Investment Research Advisors
412
Cambridge Investment Research Advisors
Iowa
$639K
NMIMC
413
Northwestern Mutual Investment Management Company
Wisconsin
$635K
PP
414
Prudential plc
United Kingdom
$634K
PFA
415
Pure Financial Advisors
California
$627K
NIM
416
NEOS Investment Management
Connecticut
$624K
AAMU
417
APG Asset Management US
New York
$609K
MFAM
418
Motley Fool Asset Management
Virginia
$607K
CG
419
Cynosure Group
Utah
$606K
DKCM
420
Davidson Kempner Capital Management
New York
$605K
OIA
421
OneDigital Investment Advisors
Kansas
$598K
PIM
422
Plato Investment Management
Australia
$597K
EWA
423
Exencial Wealth Advisors
Oklahoma
$592K
BIG
424
Brooklyn Investment Group
New York
$587K
CC
425
Chicago Capital
Illinois
$578K