791 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 220 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: 220

Holders
791
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
OIA
426
OneDigital Investment Advisors
Kansas
$598K
PIM
427
Plato Investment Management
Australia
$597K
EWA
428
Exencial Wealth Advisors
Oklahoma
$592K
BIG
429
Brooklyn Investment Group
New York
$587K
CC
430
Chicago Capital
Illinois
$578K
RIM
431
Rakuten Investment Management
Japan
$578K
KF
432
Krilogy Financial
Missouri
$571K
LSA
433
Lansing Street Advisors
Pennsylvania
$566K
MSR
434
Main Street Research
Connecticut
$566K
SCM
435
Semanteon Capital Management
Massachusetts
$561K
BCM
436
Buckhead Capital Management
Georgia
$560K
Vontobel Holding
437
Vontobel Holding
Switzerland
$553K
COI
438
Connable Office Inc
Michigan
$552K
SFA
439
Sequoia Financial Advisors
Ohio
$551K
CICI
440
Capital Investment Counsel Inc
North Carolina
$549K
SAM
441
Shell Asset Management
Netherlands
$543K
MSFS
442
Main Street Financial Solutions
Pennsylvania
$543K
BBVA
443
Banco Bilbao Vizcaya Argentaria
Spain
$537K
MSA
444
MUFG Securities Americas
New York
$537K
WI
445
Wahed Invest
New York
$536K
SCA
446
Snowden Capital Advisors
New York
$534K
Squarepoint
447
Squarepoint
New York
$531K
TCA
448
Transcend Capital Advisors
New Jersey
$530K
BCIM
449
Black Creek Investment Management
Ontario, Canada
$520K
SPWG
450
Syntegra Private Wealth Group
Missouri
$519K