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
VWM
476
Venturi Wealth Management
Texas
$815K
VSQM
477
V-Square Quantitative Management
Illinois
$814K
GWM
478
Gibbs Wealth Management
Georgia
$812K
SAM
479
Shell Asset Management
Netherlands
$812K
BPA
480
Beacon Pointe Advisors
California
$806K
MFG
481
Monte Financial Group
Connecticut
$798K
CL
482
Choreo LLC
Illinois
$791K
RC
483
Roundview Capital
New Jersey
$769K
CBUSF
484
Construction & Building Unions Superannuation Fund
Australia
$768K
SFS
485
Sowell Financial Services
Arkansas
$764K
NEI
486
Northwest & Ethical Investments
Ontario, Canada
$760K
AFCM
487
Applied Finance Capital Management
Puerto Rico
$758K
MIA
488
MainStreet Investment Advisors
Illinois
$757K
MAS
489
Meeder Advisory Services
Ohio
$755K
CCA
490
Conestoga Capital Advisors
Pennsylvania
$741K
WCM
491
Weaver Capital Management
Georgia
$734K
SO
492
STRS Ohio
Ohio
$724K
FPW
493
Flagship Private Wealth
Massachusetts
$709K
CFG
494
Citizens Financial Group
Rhode Island
$702K
SFA
495
Sequoia Financial Advisors
Ohio
$697K
GT
496
Greenleaf Trust
Michigan
$690K
MSA
497
MUFG Securities Americas
New York
$690K
SMF
498
Scott Marsh Financial
Utah
$670K
HCA
499
Harbor Capital Advisors
Illinois
$669K
AAS
500
Avantax Advisory Services
Texas
$651K