791 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 220 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: 220

Holders
791
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
MAM
476
Milestone Asset Management
Pennsylvania
$411K
LOAMU
477
Lombard Odier Asset Management (USA)
New York
$407K
QCM
478
QRG Capital Management
Illinois
$407K
DWM
479
Dynasty Wealth Management
Florida
$401K
GVAG
480
Great Valley Advisor Group
Delaware
$399K
CPIG
481
Chicago Partners Investment Group
Illinois
$397K
ACM
482
Aster Capital Management
United Arab Emirates
$396K
WCM
483
Washington Capital Management
Washington
$394K
CIS
484
Capital International Sarl
California
$394K
HCM
485
Hengehold Capital Management
Ohio
$383K
MSE
486
MUFG Securities EMEA
United Kingdom
$381K
SI
487
Stephens Inc
Arkansas
$381K
S
488
SignatureFD
Georgia
$374K
IWC
489
Integrated Wealth Concepts
Massachusetts
$373K
EWA
490
EverSource Wealth Advisors
Alabama
$372K
GT
491
Greenleaf Trust
Michigan
$366K
TE
492
Tema ETFs
New York
$366K
PAS
493
Park Avenue Securities
New York
$363K
PA
494
Profund Advisors
Maryland
$362K
DJSG
495
D.J. St. Germain
Massachusetts
$361K
SAM
496
Smartleaf Asset Management
Massachusetts
$357K
CMF
497
Counterpoint Mutual Funds
California
$356K
RWM
498
Ritholtz Wealth Management
New York
$355K
ET
499
Equitable Trust
Tennessee
$350K
Jane Street
500
Jane Street
New York
$350K