798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
526
Beese Fulmer Investment Management
Ohio
$301K
GT
527
Greenleaf Trust
Michigan
$300K
SAM
528
Smartleaf Asset Management
Massachusetts
$300K
CCA
529
Checchi Capital Advisers
California
$299K
CIM
530
Cambria Investment Management
California
$298K
SC
531
Scotia Capital
Ontario, Canada
$298K
ICP
532
Interchange Capital Partners
Pennsylvania
$298K
EWA
533
EP Wealth Advisors
California
$294K
G
534
GenTrust
Florida
$293K
WCP
535
Wick Capital Partners
Pennsylvania
$293K
FFA
536
Florida Financial Advisors
Florida
$291K
WANY
537
Wealthspire Advisors (New York)
New York
$290K
DWT
538
Dorsey & Whitney Trust
South Dakota
$287K
CFG
539
Citizens Financial Group
Rhode Island
$284K
BPA
540
Beacon Pointe Advisors
California
$281K
DWM
541
Drive Wealth Management
Utah
$279K
AWM
542
Apollon Wealth Management
South Carolina
$278K
SFI
543
Siemens Fonds Invest
Germany
$277K
PA
544
Profund Advisors
Maryland
$275K
LCM
545
Laurion Capital Management
New York
$273K
AWM
546
AE Wealth Management
Kansas
$273K
Balyasny Asset Management
547
Balyasny Asset Management
Illinois
$272K
KRW
548
Kaufman Rossin Wealth
Florida
$271K
TSS
549
Two Sigma Securities
New York
$270K
ACA
550
Aptus Capital Advisors
Alabama
$269K