785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 reducing their positions, and 219 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
EWA
426
Exencial Wealth Advisors
Oklahoma
$592K
BIG
427
Brooklyn Investment Group
New York
$587K
CC
428
Chicago Capital
Illinois
$578K
RIM
429
Rakuten Investment Management
Japan
$578K
KF
430
Krilogy Financial
Missouri
$571K
LSA
431
Lansing Street Advisors
Pennsylvania
$566K
MSR
432
Main Street Research
Connecticut
$566K
SCM
433
Semanteon Capital Management
Massachusetts
$561K
BCM
434
Buckhead Capital Management
Georgia
$560K
Vontobel Holding
435
Vontobel Holding
Switzerland
$553K
COI
436
Connable Office Inc
Michigan
$552K
SFA
437
Sequoia Financial Advisors
Ohio
$551K
CICI
438
Capital Investment Counsel Inc
North Carolina
$549K
SAM
439
Shell Asset Management
Netherlands
$543K
MSFS
440
Main Street Financial Solutions
Pennsylvania
$543K
BBVA
441
Banco Bilbao Vizcaya Argentaria
Spain
$537K
MSA
442
MUFG Securities Americas
New York
$537K
WI
443
Wahed Invest
New York
$536K
SCA
444
Snowden Capital Advisors
New York
$534K
Squarepoint
445
Squarepoint
New York
$531K
TCA
446
Transcend Capital Advisors
New Jersey
$530K
BCIM
447
Black Creek Investment Management
Ontario, Canada
$520K
SPWG
448
Syntegra Private Wealth Group
Missouri
$519K
KRSITF
449
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K
CCFM
450
Clear Creek Financial Management
Washington
$513K