889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
451
Pure Financial Advisors
California
$909K
SCM
452
Stevens Capital Management
Pennsylvania
$906K
SWP
453
Stratos Wealth Partners
Ohio
$905K
1C
454
111 Capital
France
$904K
OIA
455
OneDigital Investment Advisors
Kansas
$902K
RWM
456
Ritholtz Wealth Management
New York
$900K
MSFS
457
Main Street Financial Solutions
Pennsylvania
$898K
Cambridge Investment Research Advisors
458
Cambridge Investment Research Advisors
Iowa
$897K
CC
459
Chicago Capital
Illinois
$889K
PP
460
PDT Partners
New York
$875K
TSS
461
Two Sigma Securities
New York
$872K
DWM
462
Dynasty Wealth Management
Florida
$871K
SIC
463
Salem Investment Counselors
North Carolina
$866K
SI
464
Stephens Inc
Arkansas
$865K
BCM
465
Buckhead Capital Management
Georgia
$861K
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$855K
COI
467
Connable Office Inc
Michigan
$849K
CICI
468
Capital Investment Counsel Inc
North Carolina
$845K
EC
469
EntryPoint Capital
New York
$837K
MML Investors Services
470
MML Investors Services
Massachusetts
$831K
QCG
471
Quadrant Capital Group
Ohio
$830K
AP
472
Americana Partners
Texas
$829K
KRSITF
473
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$828K
WI
474
Wahed Invest
New York
$823K
IQI
475
Integrated Quantitative Investments
Washington
$822K