785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 reducing their positions, and 219 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
AWM
501
Accurate Wealth Management
Florida
$345K
HH
502
Hilltop Holdings
Texas
$345K
MIA
503
MainStreet Investment Advisors
Illinois
$344K
JTWM
504
Jackson Thornton Wealth Management
Alabama
$342K
CFO
505
Callan Family Office
Pennsylvania
$336K
DIM
506
Delta Investment Management
California
$336K
TWM
507
Thrive Wealth Management
Pennsylvania
$333K
MC
508
Moors & Cabot
Massachusetts
$331K
MYAM
509
Meiji Yasuda Asset Management
Japan
$329K
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$326K
CIM
511
Cambria Investment Management
California
$325K
CCA
512
Checchi Capital Advisers
California
$322K
SPC
513
Spirepoint Private Client
Florida
$321K
SC
514
Syon Capital
California
$317K
NAM
515
NorthCrest Asset Manangement
Minnesota
$316K
HI
516
Horizon Investments
North Carolina
$312K
HWM
517
HB Wealth Management
Georgia
$307K
AAM
518
Azzad Asset Management
Virginia
$306K
NG
519
Norden Group
Utah
$305K
BAM
520
Blueshift Asset Management
New Jersey
$303K
CG
521
Caprock Group
Idaho
$296K
GCM
522
Gallacher Capital Management
Colorado
$294K
ECM
523
Evergreen Capital Management
Washington
$291K
I
524
InceptionR
California
$288K
SFI
525
Siemens Fonds Invest
Germany
$286K