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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
451
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$497K
EI
452
Ellevest Inc
New York
$497K +$6.74K +28 +1%
I
453
InceptionR
California
$497K +$211K +876 +80%
WA
454
Waverly Advisors
Alabama
$496K +$224K +931 +90%
CB
455
Commerce Bank
Missouri
$495K -$1.69M -7,001 -78%
SAM
456
Securian Asset Management
Minnesota
$494K -$410K -1,703 -46%
MSFS
457
Main Street Financial Solutions
Pennsylvania
$493K -$26.5K -110 -5%
EWA
458
EverSource Wealth Advisors
Alabama
$491K +$128K +531 +38%
MSA
459
MUFG Securities Americas
New York
$490K -$24.3K -101 -5%
WI
460
Wahed Invest
New York
$489K -$24.1K -100 -5%
Squarepoint
461
Squarepoint
New York
$485K -$23.8K -99 -5%
SC
462
Syon Capital
California
$479K +$167K +694 +58%
SWP
463
Stratos Wealth Partners
Ohio
$476K -$298K -1,238 -40%
SFS
464
Sowell Financial Services
Arkansas
$475K +$7.22K +30 +2%
SPWG
465
Syntegra Private Wealth Group
Missouri
$474K -$22.9K -95 -5%
QI
466
Qtron Investments
Massachusetts
$472K
SCA
467
Snowden Capital Advisors
New York
$459K -$51.7K -215 -11%
AF
468
Allworth Financial
California
$457K +$183K +760 +72%
PCP
469
Perbak Capital Partners
United Kingdom
$456K -$554K -2,302 -56%
CL
470
Choreo LLC
Illinois
$452K +$107K +445 +33%
WA
471
Waddell & Associates
Tennessee
$451K +$235K +976 +120%
TI
472
Trexquant Investment
Connecticut
$448K -$5.1M -21,171 -92%
ACM
473
Andina Capital Management
Utah
$446K +$12K +50 +3%
SO
474
STRS Ohio
Ohio
$445K -$6.5K -27 -2%
ECM
475
Evergreen Capital Management
Washington
$445K +$158K +656 +59%