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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
TCA
401
Transcend Capital Advisors
New Jersey
$690K +$173K +718 +36%
TMAM
402
Tokio Marine Asset Management
Japan
$689K
KPWS
403
Kestra Private Wealth Services
Texas
$684K +$653K +2,713 New
CG
404
Caprock Group
Idaho
$683K +$368K +1,530 +130%
EF
405
Empirical Finance
Pennsylvania
$682K -$27.7K -115 -4%
VI
406
Vestcor Inc
New Brunswick, Canada
$677K
GC
407
Guggenheim Capital
Illinois
$669K -$24.3K -101 -4%
HPC
408
HM Payson & Co
Maine
$669K -$6.74K -28 -1%
GC
409
Globeflex Capital
California
$668K +$637K +2,648 New
LNWTC
410
Laird Norton Wetherby Trust Company
Washington
$664K +$633K +2,631 New
RSWM
411
Robertson Stephens Wealth Management
California
$663K +$2.17K +9 +0.3%
PFA
412
Pure Financial Advisors
California
$660K +$55.6K +231 +10%
SOAM
413
SBI Okasan Asset Management
Japan
$660K +$626K +2,600 New
WF
414
Welch & Forbes
Massachusetts
$656K
NDSIB
415
North Dakota State Investment Board
North Dakota
$648K +$618K +2,568 New
GXJ
416
Global X Japan
Japan
$640K +$486K +2,021 +392%
Nomura Holdings
417
Nomura Holdings
Japan
$634K -$71.2K -296 -11%
HA
418
Harbor Advisors
Florida
$631K
SPIA
419
Steward Partners Investment Advisory
New York
$613K -$124K -515 -17%
PS
420
Pensionfund Sabic
Netherlands
$605K
NIM
421
NEOS Investment Management
Connecticut
$601K +$2.65K +11 +0.5%
LSA
422
Leonteq Securities AG
Switzerland
$595K +$134K +558 +31%
EP
423
Essential Partners
California
$590K +$304K +1,261 +117%
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$581K -$27K -112 -5%
DKCM
425
Davidson Kempner Capital Management
New York
$580K