798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
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
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
401
Guggenheim Capital
Illinois
$669K
HPC
402
HM Payson & Co
Maine
$669K
GC
403
Globeflex Capital
California
$668K
LNWTC
404
Laird Norton Wetherby Trust Company
Washington
$664K
RSWM
405
Robertson Stephens Wealth Management
California
$663K
PFA
406
Pure Financial Advisors
California
$660K
SOAM
407
SBI Okasan Asset Management
Japan
$660K
WF
408
Welch & Forbes
Massachusetts
$656K
NDSIB
409
North Dakota State Investment Board
North Dakota
$648K
GXJ
410
Global X Japan
Japan
$640K
Nomura Holdings
411
Nomura Holdings
Japan
$634K
HA
412
Harbor Advisors
Florida
$631K
SPIA
413
Steward Partners Investment Advisory
New York
$613K
PS
414
Pensionfund Sabic
Netherlands
$605K
NIM
415
NEOS Investment Management
Connecticut
$601K
LSA
416
Leonteq Securities AG
Switzerland
$595K
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$581K
DKCM
418
Davidson Kempner Capital Management
New York
$580K
PP
419
Prudential plc
United Kingdom
$578K
SW
420
SVB Wealth
Massachusetts
$569K
LSA
421
Lansing Street Advisors
Pennsylvania
$564K
IFWM
422
Institute for Wealth Management
Colorado
$558K
CC
423
Chicago Capital
Illinois
$555K
MFAM
424
Motley Fool Asset Management
Virginia
$551K
HP
425
Haven Private
Florida
$551K