889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
HB Wealth Management
Georgia
$650K
ET
502
Equitable Trust
Tennessee
$646K
EAM
503
Erste Asset Management
Austria
$638K
EI
504
Ellevest Inc
New York
$637K
TWM
505
Thrive Wealth Management
Pennsylvania
$633K
WPC
506
Wedmont Private Capital
Pennsylvania
$628K
EGWAG
507
Elwood & Goetz Wealth Advisory Group
Georgia
$627K
HH
508
Hilltop Holdings
Texas
$621K
LIP
509
Liontrust Investment Partners
United Kingdom
$608K
LAM
510
LECAP Asset Management
United Kingdom
$601K
FPAS
511
Focus Partners Advisor Solutions
Missouri
$600K
TSW
512
Three Seasons Wealth
Utah
$599K
BAM
513
Blueshift Asset Management
New Jersey
$596K
EFM
514
E Fund Management
China
$591K
BIG
515
Brooklyn Investment Group
New York
$586K
CAM
516
Cresset Asset Management
Illinois
$585K
KPWS
517
Kestra Private Wealth Services
Texas
$576K
SC
518
Savant Capital
Illinois
$573K
SPC
519
Spirepoint Private Client
Florida
$571K
PAS
520
Park Avenue Securities
New York
$567K
PA
521
Profund Advisors
Maryland
$566K
MM
522
MQS Management
New York
$566K
CCA
523
Checchi Capital Advisers
California
$563K
CI
524
Corient IA
Florida
$562K
MYAM
525
Meiji Yasuda Asset Management
Japan
$554K