790 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 219

Holders
790
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
CCFM
451
Clear Creek Financial Management
Washington
$513K
EI
452
Ellevest Inc
New York
$511K
HFS
453
Hantz Financial Services
Michigan
$506K
VWM
454
Venturi Wealth Management
Texas
$505K
QI
455
Qtron Investments
Massachusetts
$492K
SFS
456
Sowell Financial Services
Arkansas
$487K
SCP
457
Sivia Capital Partners
California
$485K
CCA
458
Conestoga Capital Advisors
Pennsylvania
$485K
LSA
459
Leonteq Securities AG
Switzerland
$473K
SO
460
STRS Ohio
Ohio
$471K
GWMR
461
GC Wealth Management RIA
Massachusetts
$470K
FPW
462
Flagship Private Wealth
Massachusetts
$461K
UBP
463
Union Bancaire Privee
Switzerland
$454K
ACM
464
Andina Capital Management
Utah
$451K
HCA
465
Harbor Capital Advisors
Illinois
$447K
MML Investors Services
466
MML Investors Services
Massachusetts
$439K
OAM
467
Occidental Asset Management
California
$436K
AFCM
468
Applied Finance Capital Management
Puerto Rico
$432K
EGWAG
469
Elwood & Goetz Wealth Advisory Group
Georgia
$431K
MAS
470
Meeder Advisory Services
Ohio
$418K
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$417K
RGC
472
Roberts, Glore & Co
Illinois
$417K
HP
473
Haven Private
Florida
$413K
GAM
474
Groupama Asset Management
France
$413K
MAM
475
Milestone Asset Management
Pennsylvania
$411K