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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
476
Meeder Advisory Services
Ohio
$249K +$61.8K +336 +27%
Polen Capital Management
477
Polen Capital Management
Florida
$245K -$1.33M -7,204 -82%
SC
478
Syon Capital
California
$244K -$65.9K -358 -19%
DWM
479
Dynasty Wealth Management
Florida
$243K +$12.7K +69 +5%
SFC
480
SYM Financial Corp
Indiana
$243K +$4.6K +25 +2%
PA
481
Pinnacle Associates
New York
$242K +$281K +1,527 New
PWMAG
482
Pinnacle Wealth Management Advisory Group
New Jersey
$242K +$281K +1,527 New
AP
483
Arlington Partners
Alabama
$239K +$278K +1,509 New
KeyBank National Association
484
KeyBank National Association
Ohio
$237K +$3.31K +18 +1%
FFA
485
Farther Finance Advisors
California
$236K +$8.1K +44 +3%
GS
486
GTS Securities
New York
$236K +$274K +1,489 New
WBC
487
Westpac Banking Corp
Australia
$234K +$179K +975 +193%
WWC
488
Waypoint Wealth Counsel
Georgia
$233K -$107K -582 -28%
G
489
GenTrust
Florida
$233K +$56.9K +309 +27%
CCA
490
Checchi Capital Advisers
California
$229K +$48.2K +262 +22%
OP
491
Oslo Pensjonsforsikring
$227K +$264K +1,436 New
Cambridge Investment Research Advisors
492
Cambridge Investment Research Advisors
Iowa
$227K -$41.8K -227 -14%
HIP
493
HUB Investment Partners
Texas
$223K -$15.1K -82 -5%
UB
494
UMB Bank
Missouri
$223K +$134K +729 +107%
CL
495
Choreo LLC
Illinois
$221K -$69.7K -379 -21%
TE
496
Tema ETFs
New York
$221K +$1.29K +7 +0.5%
HNB
497
Huntington National Bank
Ohio
$221K +$132K +719 +106%
AFT
498
Alpha Family Trust
California
$220K +$107K +580 +72%
HI
499
Horizon Investments
North Carolina
$218K +$25.8K +140 +11%
DJSG
500
D.J. St. Germain
Massachusetts
$218K