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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

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
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$49.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
501
Cynosure Group
Utah
$217K
AWM
502
Angeles Wealth Management
California
$217K
AWM
503
AE Wealth Management
Kansas
$212K
SI
504
Stephens Inc
Arkansas
$211K
JSW
505
Journey Strategic Wealth
New Jersey
$211K
AFCM
506
Applied Finance Capital Management
Puerto Rico
$211K
AP
507
Americana Partners
Texas
$211K
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$210K
FOR
509
Family Office Research
Maryland
$209K
AWC
510
Abundance Wealth Counselors
Pennsylvania
$209K
AFG
511
Atomi Financial Group
New York
$207K
PE
512
PCM Encore
Colorado
$207K
AA
513
Armis Advisers
Georgia
$204K
EI
514
Ellevest Inc
New York
$201K
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$193K
ETC
516
Exchange Traded Concepts
Oklahoma
$191K
BC
517
Bayforest Capital
United Kingdom
$190K
CCMINC
518
Cardinal Capital Management Inc (North Carolina)
North Carolina
$179K
SFI
519
Siemens Fonds Invest
Germany
$172K
TRCT
520
Tower Research Capital (TRC)
New York
$154K
BOTPPF
521
Board of the Pension Protection Fund
United Kingdom
$146K
Northwestern Mutual Wealth Management
522
Northwestern Mutual Wealth Management
Wisconsin
$143K
PA
523
Parallel Advisors
California
$142K
SAM
524
Smartleaf Asset Management
Massachusetts
$134K
EPW
525
Evergreen Private Wealth
Colorado
$123K