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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
PP
426
Prudential plc
United Kingdom
$578K -$28.2K -117 -5%
SW
427
SVB Wealth
Massachusetts
$569K -$233K -970 -30%
LSA
428
Lansing Street Advisors
Pennsylvania
$564K +$19.5K +81 +4%
IFWM
429
Institute for Wealth Management
Colorado
$558K -$92.9K -386 -15%
CC
430
Chicago Capital
Illinois
$555K
MFAM
431
Motley Fool Asset Management
Virginia
$551K -$30.3K -126 -5%
HP
432
Haven Private
Florida
$551K +$147K +610 +39%
BP
433
Ballentine Partners
Massachusetts
$546K +$521K +2,163 New
HWM
434
HB Wealth Management
Georgia
$542K +$235K +978 +84%
BCM
435
Buckhead Capital Management
Georgia
$537K
JTWM
436
Jackson Thornton Wealth Management
Alabama
$537K +$191K +793 +57%
CFO
437
Callan Family Office
Pennsylvania
$537K +$205K +850 +67%
CCFM
438
Clear Creek Financial Management
Washington
$535K +$40.7K +169 +9%
COI
439
Connable Office Inc
Michigan
$530K
CICI
440
Capital Investment Counsel Inc
North Carolina
$527K
WWC
441
Waypoint Wealth Counsel
Georgia
$518K +$280K +1,162 +130%
BBA
442
Baader Bank Aktiengesellschaft
Germany
$518K +$495K +2,058 New
OAM
443
Ostrum Asset Management
France
$517K -$164K -680 -25%
BBVA
444
Banco Bilbao Vizcaya Argentaria
Spain
$517K +$1.44K +6 +0.3%
AIM
445
Aigen Investment Management
New York
$516K -$1.02M -4,239 -67%
BF
446
BOK Financial
Oklahoma
$515K -$453K -1,883 -48%
PCM
447
Prelude Capital Management
New York
$512K +$489K +2,030 New
PG
448
Patten Group
Tennessee
$509K +$486K +2,018 New
GCP
449
GSA Capital Partners
United Kingdom
$507K +$484K +2,011 New
FRA
450
Frank Rimerman Advisors
California
$499K +$227K +945 +91%