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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
501
Cynosure Group
Utah
$217K -$707K -3,844 -74%
AWM
502
Angeles Wealth Management
California
$217K +$252K +1,370 New
AWM
503
AE Wealth Management
Kansas
$212K +$47.8K +260 +24%
SI
504
Stephens Inc
Arkansas
$211K -$26.1K -142 -10%
JSW
505
Journey Strategic Wealth
New Jersey
$211K +$67.7K +368 +38%
AFCM
506
Applied Finance Capital Management
Puerto Rico
$211K -$40.1K -218 -14%
AP
507
Americana Partners
Texas
$211K +$245K +1,330 New
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$210K +$244K +1,327 New
FOR
509
Family Office Research
Maryland
$209K
AWC
510
Abundance Wealth Counselors
Pennsylvania
$209K +$243K +1,320 New
AFG
511
Atomi Financial Group
New York
$207K +$241K +1,308 New
PE
512
PCM Encore
Colorado
$207K +$86.5K +470 +56%
AA
513
Armis Advisers
Georgia
$204K +$260K +1,413 New
EI
514
Ellevest Inc
New York
$201K -$130K -705 -36%
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$193K -$15.8K -86 -7%
ETC
516
Exchange Traded Concepts
Oklahoma
$191K +$61.5K +334 +38%
BC
517
Bayforest Capital
United Kingdom
$190K +$221K +1,200 New
CCMINC
518
Cardinal Capital Management Inc (North Carolina)
North Carolina
$179K -$520K -2,826 -71%
SFI
519
Siemens Fonds Invest
Germany
$172K
TRCT
520
Tower Research Capital (TRC)
New York
$154K -$452K -2,454 -72%
BOTPPF
521
Board of the Pension Protection Fund
United Kingdom
$146K +$125K +680 +283%
Northwestern Mutual Wealth Management
522
Northwestern Mutual Wealth Management
Wisconsin
$143K -$7.73K -42 -4%
PA
523
Parallel Advisors
California
$142K +$59.6K +324 +57%
SAM
524
Smartleaf Asset Management
Massachusetts
$134K -$61.8K -336 -29%
EPW
525
Evergreen Private Wealth
Colorado
$123K +$45.1K +245 +46%