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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

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

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
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
401
Arax Advisory Partners
Colorado
$412K +$372K +2,020 +349%
AC
402
AlphaCore Capital
California
$408K +$475K +2,579 New
OIAM
403
OFI Invest Asset Management
France
$404K +$169K +916 +56%
BAAM
404
Baker Avenue Asset Management
California
$403K +$468K +2,544 New
TCA
405
Transcend Capital Advisors
New Jersey
$401K -$36.6K -199 -7%
JIC
406
Johnson Investment Counsel
Ohio
$400K +$145K +787 +45%
HA
407
Harbor Advisors
Florida
$396K
SCA
408
Snowden Capital Advisors
New York
$396K +$125K +680 +37%
BCM
409
Buckhead Capital Management
Georgia
$392K +$63.5K +345 +16%
IA
410
IFP Advisors
Florida
$392K +$197K +1,072 +76%
AUB
411
Atlantic Union Bankshares
Virginia
$390K -$60.5K -329 -12%
S
412
SignatureFD
Georgia
$385K +$264K +1,434 +144%
PCA
413
Pallas Capital Advisors
Massachusetts
$383K -$967K -5,254 -69%
DWT
414
Dorsey & Whitney Trust
South Dakota
$374K +$225K +1,223 +108%
ACM
415
Aster Capital Management
United Arab Emirates
$369K +$62.4K +339 +63%
MFAM
416
Motley Fool Asset Management
Virginia
$367K +$24.7K +134 +6%
N
417
Natixis
France
$366K -$6.4M -34,781 -94%
PP
418
Prudential plc
United Kingdom
$363K
CCFM
419
Clear Creek Financial Management
Washington
$363K +$31.6K +172 +8%
SW
420
SVB Wealth
Massachusetts
$361K +$4.78K +26 +1%
MA
421
MCF Advisors
Kentucky
$360K +$407K +2,213 +3,688%
SAI
422
Savvy Advisors Inc
New York
$358K +$116K +632 +39%
NMIMC
423
Northwestern Mutual Investment Management Company
Wisconsin
$357K -$8.83K -48 -2%
AAIS
424
ABN AMRO Investment Solutions
$356K -$3.09M -16,775 -88%
QCG
425
Quadrant Capital Group
Ohio
$356K +$143K +778 +53%