791 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
791
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
501
Choreo LLC
Illinois
$350K
FOR
502
Family Office Research
Maryland
$347K
AWM
503
Accurate Wealth Management
Florida
$345K
HH
504
Hilltop Holdings
Texas
$345K
MIA
505
MainStreet Investment Advisors
Illinois
$344K
JTWM
506
Jackson Thornton Wealth Management
Alabama
$342K
CFO
507
Callan Family Office
Pennsylvania
$336K
DIM
508
Delta Investment Management
California
$336K
TWM
509
Thrive Wealth Management
Pennsylvania
$333K
MC
510
Moors & Cabot
Massachusetts
$331K
MYAM
511
Meiji Yasuda Asset Management
Japan
$329K
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$326K
CIM
513
Cambria Investment Management
California
$325K
CCA
514
Checchi Capital Advisers
California
$322K
SPC
515
Spirepoint Private Client
Florida
$321K
SC
516
Syon Capital
California
$317K
NAM
517
NorthCrest Asset Manangement
Minnesota
$316K
HI
518
Horizon Investments
North Carolina
$312K
HWM
519
HB Wealth Management
Georgia
$307K
AAM
520
Azzad Asset Management
Virginia
$306K
NG
521
Norden Group
Utah
$305K
BAM
522
Blueshift Asset Management
New Jersey
$303K
CG
523
Caprock Group
Idaho
$296K
GCM
524
Gallacher Capital Management
Colorado
$294K
ECM
525
Evergreen Capital Management
Washington
$291K