883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
501
Ellevest Inc
New York
$637K -$44.5K -110 -7%
TWM
502
Thrive Wealth Management
Pennsylvania
$633K -$32.7K -81 -5%
WPC
503
Wedmont Private Capital
Pennsylvania
$628K -$22.1K -56 -3%
EGWAG
504
Elwood & Goetz Wealth Advisory Group
Georgia
$627K
HH
505
Hilltop Holdings
Texas
$621K +$6.47K +16 +1%
LIP
506
Liontrust Investment Partners
United Kingdom
$608K -$3.5M -8,658 -85%
LAM
507
LECAP Asset Management
United Kingdom
$601K -$966K -2,389 -62%
FPAS
508
Focus Partners Advisor Solutions
Missouri
$600K +$282K +698 +89%
TSW
509
Three Seasons Wealth
Utah
$599K -$7.28K -18 -1%
BAM
510
Blueshift Asset Management
New Jersey
$596K +$71.5K +177 +14%
EFM
511
E Fund Management
China
$591K -$53.4K -132 -8%
BIG
512
Brooklyn Investment Group
New York
$586K +$363K +898 +162%
CAM
513
Cresset Asset Management
Illinois
$585K +$77.2K +191 +15%
KPWS
514
Kestra Private Wealth Services
Texas
$576K -$264K -654 -31%
SC
515
Savant Capital
Illinois
$573K +$82.5K +204 +17%
SPC
516
Spirepoint Private Client
Florida
$571K +$17.4K +43 +3%
PAS
517
Park Avenue Securities
New York
$567K -$10.1K -25 -2%
PA
518
Profund Advisors
Maryland
$566K +$31.9K +79 +6%
MM
519
MQS Management
New York
$566K -$6.06K -15 -1%
CCA
520
Checchi Capital Advisers
California
$563K +$6.06K +15 +1%
CI
521
Corient IA
Florida
$562K
MYAM
522
Meiji Yasuda Asset Management
Japan
$554K -$114K -281 -17%
WSFS
523
Wilmington Savings Fund Society
Delaware
$554K -$325K -805 -37%
NP
524
NorthRock Partners
Minnesota
$553K +$34.4K +85 +7%
PCS
525
Personal CFO Solutions
New Jersey
$549K +$13.3K +33 +2%