785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 reducing their positions, and 219 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
JSW
526
Journey Strategic Wealth
New Jersey
$283K
Simplex Trading
527
Simplex Trading
Illinois
$283K
SF
528
Summit Financial
New Jersey
$278K
AF
529
Allworth Financial
California
$277K
SPA
530
Sherbrooke Park Advisers
New York
$275K
WA
531
Waverly Advisors
Alabama
$272K
FRA
532
Frank Rimerman Advisors
California
$272K
TIA
533
Tandem Investment Advisors
South Carolina
$270K
SAM
534
Sompo Asset Management
Japan
$268K
BBHC
535
Brown Brothers Harriman & Co
New York
$268K
CFG
536
Citizens Financial Group
Rhode Island
$265K
MG
537
Mather Group
Illinois
$262K
WAM
538
Wolverine Asset Management
Illinois
$258K
KRW
539
Kaufman Rossin Wealth
Florida
$254K
IA
540
IFP Advisors
Florida
$254K
SWA
541
Stratos Wealth Advisors
Ohio
$253K
TP
542
Tranquility Partners
Tennessee
$253K
MA
543
Mutual Advisors
Nebraska
$252K
PCM
544
Permanent Capital Management
Illinois
$250K
LCM
545
Liberty Capital Management
Michigan
$250K
Hudson Bay Capital Management
546
Hudson Bay Capital Management
Connecticut
$250K
Northwestern Mutual Wealth Management
547
Northwestern Mutual Wealth Management
Wisconsin
$248K
AFT
548
Alpha Family Trust
California
$247K
VT
549
Vise Technologies
New York
$244K
DO
550
denkapparat Operations
Germany
$242K