809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SVB Wealth
Massachusetts
$569K
LSA
427
Lansing Street Advisors
Pennsylvania
$564K
IFWM
428
Institute for Wealth Management
Colorado
$558K
CC
429
Chicago Capital
Illinois
$555K
MFAM
430
Motley Fool Asset Management
Virginia
$551K
HP
431
Haven Private
Florida
$551K
BP
432
Ballentine Partners
Massachusetts
$546K
HWM
433
HB Wealth Management
Georgia
$542K
BCM
434
Buckhead Capital Management
Georgia
$537K
JTWM
435
Jackson Thornton Wealth Management
Alabama
$537K
CFO
436
Callan Family Office
Pennsylvania
$537K
CCFM
437
Clear Creek Financial Management
Washington
$535K
COI
438
Connable Office Inc
Michigan
$530K
CICI
439
Capital Investment Counsel Inc
North Carolina
$527K
WWC
440
Waypoint Wealth Counsel
Georgia
$518K
BBA
441
Baader Bank Aktiengesellschaft
Germany
$518K
OAM
442
Ostrum Asset Management
France
$517K
BBVA
443
Banco Bilbao Vizcaya Argentaria
Spain
$517K
AIM
444
Aigen Investment Management
New York
$516K
BF
445
BOK Financial
Oklahoma
$515K
PCM
446
Prelude Capital Management
New York
$512K
PG
447
Patten Group
Tennessee
$509K
GCP
448
GSA Capital Partners
United Kingdom
$507K
FRA
449
Frank Rimerman Advisors
California
$499K
KRSITF
450
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$497K