889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Cornerstone Advisory
Maryland
$1.12M
TCWA
427
Turtle Creek Wealth Advisors
Texas
$1.11M
HPC
428
HM Payson & Co
Maine
$1.09M
RSWM
429
Robertson Stephens Wealth Management
California
$1.06M
HCM
430
Highview Capital Management
Illinois
$1.06M
IGAM
431
iA Global Asset Management
Quebec, Canada
$1.06M
MFG
432
Merit Financial Group
Georgia
$1.03M
DTL
433
Dynamic Technology Lab
Singapore
$1.03M
CCM
434
Coldstream Capital Management
Washington
$1.02M
HA
435
Harbor Advisors
Florida
$1.01M
RCA
436
Resonant Capital Advisors
Wisconsin
$1.01M
SCA
437
Snowden Capital Advisors
New York
$1M
CFO
438
Callan Family Office
Pennsylvania
$995K
NMIMC
439
Northwestern Mutual Investment Management Company
Wisconsin
$993K
AAMU
440
APG Asset Management US
New York
$987K
VI
441
Vestcor Inc
New Brunswick, Canada
$975K
FC
442
FORA Capital
Florida
$969K
TMAM
443
Tokio Marine Asset Management
Japan
$966K
QI
444
Qtron Investments
Massachusetts
$965K
GBT
445
Grove Bank & Trust
Florida
$951K
CF
446
Copperwynd Financial
Arizona
$943K
AWAU
447
Alliance Wealth Advisors (Utah)
Utah
$940K
IWC
448
Integrated Wealth Concepts
Massachusetts
$926K
PIM
449
Plato Investment Management
Australia
$921K
SPWG
450
Syntegra Private Wealth Group
Missouri
$914K