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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
501
Savant Capital
Illinois
$371K +$354K +1,469 New
QCG
502
Quadrant Capital Group
Ohio
$370K -$687K -2,856 -66%
DWM
503
Dynasty Wealth Management
Florida
$370K -$14.9K -62 -4%
DIM
504
Delta Investment Management
California
$366K +$41.4K +172 +13%
KCP
505
Kera Capital Partners
California
$362K +$416K +1,728 New
GAM
506
Groupama Asset Management
France
$358K -$36.1K -150 -10%
FMI
507
Frec Markets Inc
California
$355K +$339K +1,407 New
BHCM
508
Brevan Howard Capital Management
Jersey
$354K -$2.68M -11,140 -89%
IA
509
IFP Advisors
Florida
$354K +$105K +438 +45%
TE
510
Tema ETFs
New York
$350K -$963 -4 -0.3%
HCM
511
Hengehold Capital Management
Ohio
$350K -$17.3K -72 -5%
DJSG
512
D.J. St. Germain
Massachusetts
$347K
SC
513
Saturna Capital
Washington
$346K -$27.1M -112,570 -99%
NG
514
Norden Group
Utah
$345K +$50.1K +208 +18%
SSA
515
Schonfeld Strategic Advisors
New York
$343K -$534K -2,220 -62%
EGWAG
516
Elwood & Goetz Wealth Advisory Group
Georgia
$339K -$71K -295 -18%
EW
517
Evoke Wealth
California
$337K +$111K +463 +53%
FOR
518
Family Office Research
Maryland
$335K
Massachusetts Financial Services
519
Massachusetts Financial Services
Massachusetts
$332K -$63M -261,584 -99%
SL
520
Sentinus LLC
Illinois
$332K +$317K +1,317 New
TC
521
T3 Companies
New York
$331K +$316K +1,311 New
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$330K -$67.6K -281 -18%
NW
523
NewEdge Wealth
Pennsylvania
$328K +$313K +1,301 New
DS
524
DRW Securities
Illinois
$321K +$307K +1,274 New
AWM
525
Accurate Wealth Management
Florida
$319K -$26.7K -111 -8%