785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
DWM
476
Dynasty Wealth Management
Florida
$401K
GVAG
477
Great Valley Advisor Group
Delaware
$399K
CPIG
478
Chicago Partners Investment Group
Illinois
$397K
ACM
479
Aster Capital Management
United Arab Emirates
$396K
WCM
480
Washington Capital Management
Washington
$394K
CIS
481
Capital International Sarl
California
$394K
CAM
482
Cresset Asset Management
Illinois
$392K
HCM
483
Hengehold Capital Management
Ohio
$383K
MSE
484
MUFG Securities EMEA
United Kingdom
$381K
SI
485
Stephens Inc
Arkansas
$381K
S
486
SignatureFD
Georgia
$374K
IWC
487
Integrated Wealth Concepts
Massachusetts
$373K
EWA
488
EverSource Wealth Advisors
Alabama
$372K
GT
489
Greenleaf Trust
Michigan
$366K
TE
490
Tema ETFs
New York
$366K
PAS
491
Park Avenue Securities
New York
$363K
PA
492
Profund Advisors
Maryland
$362K
DJSG
493
D.J. St. Germain
Massachusetts
$361K
SAM
494
Smartleaf Asset Management
Massachusetts
$357K
CMF
495
Counterpoint Mutual Funds
California
$356K
RWM
496
Ritholtz Wealth Management
New York
$355K
ET
497
Equitable Trust
Tennessee
$350K
Jane Street
498
Jane Street
New York
$350K
CL
499
Choreo LLC
Illinois
$350K
FOR
500
Family Office Research
Maryland
$347K