778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 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)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
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
QI
451
Qtron Investments
Massachusetts
$492K
SFS
452
Sowell Financial Services
Arkansas
$487K
SCP
453
Sivia Capital Partners
California
$485K
CCA
454
Conestoga Capital Advisors
Pennsylvania
$485K
SO
455
STRS Ohio
Ohio
$471K
GWMR
456
GC Wealth Management RIA
Massachusetts
$470K
FPW
457
Flagship Private Wealth
Massachusetts
$461K
UBP
458
Union Bancaire Privee
Switzerland
$454K
ACM
459
Andina Capital Management
Utah
$451K
HCA
460
Harbor Capital Advisors
Illinois
$447K
MML Investors Services
461
MML Investors Services
Massachusetts
$439K
OAM
462
Occidental Asset Management
California
$436K
AFCM
463
Applied Finance Capital Management
Puerto Rico
$432K
EGWAG
464
Elwood & Goetz Wealth Advisory Group
Georgia
$431K
MAS
465
Meeder Advisory Services
Ohio
$418K
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$417K
RGC
467
Roberts, Glore & Co
Illinois
$417K
HP
468
Haven Private
Florida
$413K
MAM
469
Milestone Asset Management
Pennsylvania
$411K
LOAMU
470
Lombard Odier Asset Management (USA)
New York
$407K
QCM
471
QRG Capital Management
Illinois
$407K
DWM
472
Dynasty Wealth Management
Florida
$401K
GVAG
473
Great Valley Advisor Group
Delaware
$399K
CPIG
474
Chicago Partners Investment Group
Illinois
$397K
ACM
475
Aster Capital Management
United Arab Emirates
$396K