790 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 219 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 219

Holders
790
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
CCM
401
Coldstream Capital Management
Washington
$724K
GC
402
Guggenheim Capital
Illinois
$723K
TMAM
403
Tokio Marine Asset Management
Japan
$718K
OAM
404
Ostrum Asset Management
France
$717K
TCWA
405
Turtle Creek Wealth Advisors
Texas
$710K
VI
406
Vestcor Inc
New Brunswick, Canada
$706K
HPC
407
HM Payson & Co
Maine
$704K
JFG
408
Jefferies Financial Group
New York
$703K
NP
409
NorthRock Partners
Minnesota
$702K
PCM
410
Polymer Capital Management
New York
$699K
RSWM
411
Robertson Stephens Wealth Management
California
$689K
WF
412
Welch & Forbes
Massachusetts
$683K
IFWM
413
Institute for Wealth Management
Colorado
$683K
HA
414
Harbor Advisors
Florida
$657K
MP
415
Mangrove Partners
Connecticut
$649K
Cambridge Investment Research Advisors
416
Cambridge Investment Research Advisors
Iowa
$639K
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$635K
PP
418
Prudential plc
United Kingdom
$634K
PFA
419
Pure Financial Advisors
California
$627K
NIM
420
NEOS Investment Management
Connecticut
$624K
AAMU
421
APG Asset Management US
New York
$609K
MFAM
422
Motley Fool Asset Management
Virginia
$607K
CG
423
Cynosure Group
Utah
$606K
DKCM
424
Davidson Kempner Capital Management
New York
$605K
OIA
425
OneDigital Investment Advisors
Kansas
$598K