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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
FPW
476
Flagship Private Wealth
Massachusetts
$442K
A
477
AlphaQuest
New York
$440K +$236K +980 +128%
JIC
478
Johnson Investment Counsel
Ohio
$439K +$419K +1,741 New
VWM
479
Venturi Wealth Management
Texas
$435K -$47.4K -197 -10%
VT
480
Vise Technologies
New York
$430K +$187K +776 +84%
HCA
481
Harbor Capital Advisors
Illinois
$429K -$481 -2 -0.1%
Cambridge Investment Research Advisors
482
Cambridge Investment Research Advisors
Iowa
$418K -$186K -772 -32%
HFS
483
Hantz Financial Services
Michigan
$414K -$68.4K -284 -15%
CPCPP
484
Canada Post Corporation Pension Plan
Canada
$413K -$585K -2,432 -60%
SAI
485
Savvy Advisors Inc
New York
$411K +$393K +1,631 New
CA
486
Clearstead Advisors
Ohio
$409K +$314K +1,305 +413%
PAG
487
Private Advisor Group
New Jersey
$408K +$389K +1,616 New
IIM
488
Invariant Investment Management
Pennsylvania
$406K +$394K +1,637 New
MML Investors Services
489
MML Investors Services
Massachusetts
$401K -$19.5K -81 -5%
QCM
490
QRG Capital Management
Illinois
$399K +$8.42K +35 +2%
BC
491
Bridgefront Capital
Texas
$398K +$380K +1,578 New
ECM
492
Everence Capital Management
Indiana
$392K +$374K +1,553 New
AFCM
493
Applied Finance Capital Management
Puerto Rico
$391K -$22.6K -94 -6%
OIAM
494
OFI Invest Asset Management
France
$382K +$315K +1,309 +403%
SFC
495
SYM Financial Corp
Indiana
$380K +$363K +1,508 New
WCM
496
Washington Capital Management
Washington
$378K
HIP
497
HUB Investment Partners
Texas
$377K +$359K +1,493 New
FFA
498
Farther Finance Advisors
California
$374K +$167K +694 +88%
KeyBank National Association
499
KeyBank National Association
Ohio
$373K -$324K -1,348 -48%
SI
500
Stephens Inc
Arkansas
$372K +$6.74K +28 +2%