909 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-30
Holders Change %
-3.19%
% of All Funds
12.35%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
92
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
CIS
501
Custom Index Systems
New York
$730K -$12.2K -29 -2%
ASN
502
Advisory Services Network
Georgia
$724K -$66.3K -158 -8%
HWM
503
HB Wealth Management
Georgia
$723K +$107K +256 +17%
USAA
504
United Services Automobile Association
Texas
$714K +$714K +1,708 New
MCC
505
Money Concepts Capital
Florida
$711K -$23.1K -55 -3%
SFA
506
Sequoia Financial Advisors
Ohio
$711K -$15.5K -37 -2%
EI
507
Ellevest Inc
New York
$708K -$16.8K -40 -2%
EC
508
EntryPoint Capital
New York
$701K +$400K +952 +132%
HCA
509
Harbor Capital Advisors
Illinois
$699K +$314K +748 +82%
PL
510
Perpetual Ltd
Australia
$698K -$79.3K -189 -10%
MYAM
511
Meiji Yasuda Asset Management
Japan
$693K +$3.78K +9 +0.5%
ET
512
Equitable Trust
Tennessee
$692K -$180K -430 -21%
TWM
513
Thrive Wealth Management
Pennsylvania
$691K -$68.8K -164 -9%
GT
514
Greenleaf Trust
Michigan
$673K -$13.4K -32 -2%
AP
515
Advisors Preferred
Maryland
$670K +$670K +1,620 New
EFM
516
E Fund Management
China
$669K -$476K -1,134 -42%
TCM
517
Teza Capital Management
Illinois
$663K -$449K -1,069 -40%
WPC
518
Wedmont Private Capital
Pennsylvania
$659K -$80.4K -201 -11%
NW
519
NewEdge Wealth
Pennsylvania
$654K -$373K -888 -36%
SWP
520
Stratos Wealth Partners
Ohio
$653K -$13K -31 -2%
EGWAG
521
Elwood & Goetz Wealth Advisory Group
Georgia
$651K
RC
522
Roundview Capital
New Jersey
$650K +$650K +1,549 New
AAM
523
Advisors Asset Management
Colorado
$650K -$2.1K -5 -0.3%
CG
524
Caprock Group
Idaho
$646K -$97.8K -233 -13%
HH
525
Hilltop Holdings
Texas
$638K -$30.2K -72 -5%