799 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, 319 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: 319

Holders
799
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
ACA
551
Aptus Capital Advisors
Alabama
$269K
CCA
552
Childress Capital Advisors
Texas
$269K
SAM
553
Sompo Asset Management
Japan
$267K
TWM
554
Thrive Wealth Management
Pennsylvania
$261K
WPC
555
Wedmont Private Capital
Pennsylvania
$259K
Fidelity International
556
Fidelity International
Bermuda
$257K
GVAG
557
Great Valley Advisor Group
Delaware
$255K
S
558
SignatureFD
Georgia
$252K
SWA
559
Stratos Wealth Advisors
Ohio
$250K
NICM
560
Neo Ivy Capital Management
New York
$250K
PPW
561
Parcion Private Wealth
Washington
$249K
WAM
562
Wolverine Asset Management
Illinois
$248K
SPC
563
Spirepoint Private Client
Florida
$247K
MYAM
564
Meiji Yasuda Asset Management
Japan
$244K
RWM
565
Ritholtz Wealth Management
New York
$244K
JSW
566
Journey Strategic Wealth
New Jersey
$244K
PCM
567
Permanent Capital Management
Illinois
$241K
MA
568
Mutual Advisors
Nebraska
$240K
LCM
569
Liberty Capital Management
Michigan
$240K
Northwestern Mutual Wealth Management
570
Northwestern Mutual Wealth Management
Wisconsin
$238K
Jones Financial Companies
571
Jones Financial Companies
Missouri
$237K
TIA
572
Tandem Investment Advisors
South Carolina
$236K
CGIM
573
Capital Group Investment Management
Singapore
$236K
DO
574
denkapparat Operations
Germany
$233K
GCM
575
Gallacher Capital Management
Colorado
$232K