779 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 217 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)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
779
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
SPA
526
Sherbrooke Park Advisers
New York
$275K
WA
527
Waverly Advisors
Alabama
$272K
FRA
528
Frank Rimerman Advisors
California
$272K
TIA
529
Tandem Investment Advisors
South Carolina
$270K
SAM
530
Sompo Asset Management
Japan
$268K
BBHC
531
Brown Brothers Harriman & Co
New York
$268K
CFG
532
Citizens Financial Group
Rhode Island
$265K
MG
533
Mather Group
Illinois
$262K
WAM
534
Wolverine Asset Management
Illinois
$258K
KRW
535
Kaufman Rossin Wealth
Florida
$254K
SWA
536
Stratos Wealth Advisors
Ohio
$253K
TP
537
Tranquility Partners
Tennessee
$253K
MA
538
Mutual Advisors
Nebraska
$252K
PCM
539
Permanent Capital Management
Illinois
$250K
LCM
540
Liberty Capital Management
Michigan
$250K
Hudson Bay Capital Management
541
Hudson Bay Capital Management
Connecticut
$250K
Northwestern Mutual Wealth Management
542
Northwestern Mutual Wealth Management
Wisconsin
$248K
AFT
543
Alpha Family Trust
California
$247K
VT
544
Vise Technologies
New York
$244K
DO
545
denkapparat Operations
Germany
$242K
ACA
546
Aptus Capital Advisors
Alabama
$242K
RP
547
Riverwater Partners
Wisconsin
$239K
DC
548
Davenport & Co
Virginia
$237K
AFC
549
AFT Forsyth & Company
Florida
$237K
PGCM
550
Prescott Group Capital Management
Oklahoma
$235K