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
I
526
InceptionR
California
$288K
SFI
527
Siemens Fonds Invest
Germany
$286K
JSW
528
Journey Strategic Wealth
New Jersey
$283K
Simplex Trading
529
Simplex Trading
Illinois
$283K
SF
530
Summit Financial
New Jersey
$278K
AF
531
Allworth Financial
California
$277K
SPA
532
Sherbrooke Park Advisers
New York
$275K
WA
533
Waverly Advisors
Alabama
$272K
FRA
534
Frank Rimerman Advisors
California
$272K
TIA
535
Tandem Investment Advisors
South Carolina
$270K
SAM
536
Sompo Asset Management
Japan
$268K
BBHC
537
Brown Brothers Harriman & Co
New York
$268K
CFG
538
Citizens Financial Group
Rhode Island
$265K
MG
539
Mather Group
Illinois
$262K
WAM
540
Wolverine Asset Management
Illinois
$258K
KRW
541
Kaufman Rossin Wealth
Florida
$254K
SWA
542
Stratos Wealth Advisors
Ohio
$253K
IA
543
IFP Advisors
Florida
$253K
TP
544
Tranquility Partners
Tennessee
$253K
MA
545
Mutual Advisors
Nebraska
$252K
PCM
546
Permanent Capital Management
Illinois
$250K
LCM
547
Liberty Capital Management
Michigan
$250K
Hudson Bay Capital Management
548
Hudson Bay Capital Management
Connecticut
$250K
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$248K
AFT
550
Alpha Family Trust
California
$247K