778 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, 245 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
778
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
WWC
551
Waypoint Wealth Counsel
Georgia
$235K
TAM
552
Trust Asset Management
Texas
$234K
CIC
553
Chilton Investment Company
Connecticut
$234K
BWP
554
BSW Wealth Partners
Colorado
$232K
Jones Financial Companies
555
Jones Financial Companies
Missouri
$232K
BPA
556
Beacon Pointe Advisors
California
$232K
RWB
557
RMR Wealth Builders
New Jersey
$231K
EW
558
Evoke Wealth
California
$229K
DWT
559
Dorsey & Whitney Trust
South Dakota
$229K
AAM
560
Advisors Asset Management
Colorado
$226K
CI
561
CX Institutional
Indiana
$225K
NAS
562
Nicolet Advisory Services
Wisconsin
$225K
ASN
563
Advisory Services Network
Georgia
$223K
SC
564
SummitTX Capital
Texas
$223K
RF
565
Rossby Financial
Florida
$221K
GI
566
GAMMA Investing
California
$221K
SRC
567
Shufro Rose & Co
New York
$220K
ERSOT
568
Employees Retirement System of Texas
Texas
$215K
WA
569
Waddell & Associates
Tennessee
$214K
WAG
570
Wallace Advisory Group
California
$213K
CGL
571
Clarius Group LLC
Washington
$212K
CIA
572
Caerus Investment Advisors
Texas
$210K
HTC
573
Haverford Trust Company
Pennsylvania
$207K
FFA
574
Farther Finance Advisors
California
$207K
WPC
575
Wedmont Private Capital
Pennsylvania
$206K