798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 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:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
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
BP
426
Ballentine Partners
Massachusetts
$546K
HWM
427
HB Wealth Management
Georgia
$542K
BCM
428
Buckhead Capital Management
Georgia
$537K
JTWM
429
Jackson Thornton Wealth Management
Alabama
$537K
CFO
430
Callan Family Office
Pennsylvania
$537K
CCFM
431
Clear Creek Financial Management
Washington
$535K
COI
432
Connable Office Inc
Michigan
$530K
CICI
433
Capital Investment Counsel Inc
North Carolina
$527K
WWC
434
Waypoint Wealth Counsel
Georgia
$518K
BBA
435
Baader Bank Aktiengesellschaft
Germany
$518K
OAM
436
Ostrum Asset Management
France
$517K
BBVA
437
Banco Bilbao Vizcaya Argentaria
Spain
$517K
AIM
438
Aigen Investment Management
New York
$516K
BF
439
BOK Financial
Oklahoma
$515K
PCM
440
Prelude Capital Management
New York
$512K
PG
441
Patten Group
Tennessee
$509K
GCP
442
GSA Capital Partners
United Kingdom
$507K
FRA
443
Frank Rimerman Advisors
California
$499K
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$497K
EI
445
Ellevest Inc
New York
$497K
I
446
InceptionR
California
$497K
WA
447
Waverly Advisors
Alabama
$496K
CB
448
Commerce Bank
Missouri
$495K
SAM
449
Securian Asset Management
Minnesota
$494K
MSFS
450
Main Street Financial Solutions
Pennsylvania
$493K