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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
426
Jefferies Financial Group
New York
$353K -$306K -1,665 -43%
EW
427
Evoke Wealth
California
$351K +$162K +881 +66%
CC
428
Chicago Capital
Illinois
$348K
IFWM
429
Institute for Wealth Management
Colorado
$347K -$3.86K -21 -0.9%
HP
430
Haven Private
Florida
$345K -$552 -3 -0.1%
AI
431
Atria Investments
North Carolina
$345K -$529K -2,876 -57%
PAS
432
Park Avenue Securities
New York
$342K +$397K +2,159 New
NDSIB
433
North Dakota State Investment Board
North Dakota
$341K -$76.4K -415 -16%
HPC
434
HM Payson & Co
Maine
$339K -$93.5K -508 -19%
I
435
InceptionR
California
$336K +$28.3K +154 +8%
PVI
436
Pine Valley Investments
New Jersey
$336K -$228K -1,239 -37%
MSR
437
Main Street Research
Connecticut
$335K +$389K +2,115 New
EP
438
Essential Partners
California
$333K -$44K -239 -10%
COI
439
Connable Office Inc
Michigan
$333K
OAM
440
Ostrum Asset Management
France
$329K +$5.52K +30 +1%
QC
441
Quadrature Capital
United Kingdom
$320K -$1.16M -6,302 -76%
CICI
442
Capital Investment Counsel Inc
North Carolina
$317K -$16.6K -90 -4%
EFM
443
E Fund Management
China
$316K +$367K +1,996 New
GC
444
Guggenheim Capital
Illinois
$314K -$122K -664 -25%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$312K
CPA
446
Capital Performance Advisors
California
$312K +$203K +1,105 +128%
Massachusetts Financial Services
447
Massachusetts Financial Services
Massachusetts
$311K +$17.8K +97 +7%
MSA
448
MUFG Securities Americas
New York
$309K +$1.29K +7 +0.4%
BBHC
449
Brown Brothers Harriman & Co
New York
$303K +$209K +1,138 +147%
BC
450
Bridgefront Capital
Texas
$299K +$56.9K +309 +20%