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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
GI
526
GAMMA Investing
California
$318K +$102K +422 +50%
BFM
527
Boothbay Fund Management
New York
$316K +$302K +1,254 New
CI
528
CX Institutional
Indiana
$315K +$94.6K +393 +46%
CCA
529
Conestoga Capital Advisors
Pennsylvania
$315K -$143K -596 -32%
HI
530
Horizon Investments
North Carolina
$312K +$12.3K +51 +4%
MAS
531
Meeder Advisory Services
Ohio
$311K -$85.7K -356 -22%
WC
532
Wexford Capital
Florida
$310K +$296K +1,228 New
TG
533
TCW Group
California
$302K +$288K +1,197 New
BFIM
534
Beese Fulmer Investment Management
Ohio
$301K +$287K +1,194 New
GT
535
Greenleaf Trust
Michigan
$300K -$48.9K -203 -15%
SAM
536
Smartleaf Asset Management
Massachusetts
$300K -$45.2K -188 -14%
CCA
537
Checchi Capital Advisers
California
$299K -$9.39K -39 -3%
CIM
538
Cambria Investment Management
California
$298K -$13.2K -55 -4%
SC
539
Scotia Capital
Ontario, Canada
$298K -$598K -2,486 -68%
ICP
540
Interchange Capital Partners
Pennsylvania
$298K +$284K +1,180 New
EWA
541
EP Wealth Advisors
California
$294K +$281K +1,167 New
G
542
GenTrust
Florida
$293K +$280K +1,163 New
WCP
543
Wick Capital Partners
Pennsylvania
$293K +$279K +1,160 New
FFA
544
Florida Financial Advisors
Florida
$291K +$278K +1,155 New
WANY
545
Wealthspire Advisors (New York)
New York
$290K +$142K +588 +105%
DWT
546
Dorsey & Whitney Trust
South Dakota
$287K +$64K +266 +31%
CFG
547
Citizens Financial Group
Rhode Island
$284K +$28.9K +120 +12%
BPA
548
Beacon Pointe Advisors
California
$281K +$55.8K +232 +26%
DWM
549
Drive Wealth Management
Utah
$279K +$266K +1,107 New
AWM
550
Apollon Wealth Management
South Carolina
$278K +$265K +1,102 New