908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
PCS
551
Personal CFO Solutions
New Jersey
$556K +$6.72K +16 +1%
PA
552
Profund Advisors
Maryland
$554K -$65.9K -157 -11%
S
553
SignatureFD
Georgia
$554K -$60.4K -144 -10%
VCA
554
Verdence Capital Advisors
Maryland
$545K +$361K +860 +196%
BAM
555
Blueshift Asset Management
New Jersey
$544K +$235K +561 +76%
NP
556
NorthRock Partners
Minnesota
$538K -$3.36K -8 -0.6%
FC
557
Farringdon Capital
United Kingdom
$534K +$534K +1,272 New
SAM
558
Smartleaf Asset Management
Massachusetts
$530K +$20.5K +49 +4%
CAM
559
Cresset Asset Management
Illinois
$527K -$89K -212 -14%
SC
560
Savant Capital
Illinois
$510K +$46.2K +110 +10%
AWM
561
Accurate Wealth Management
Florida
$509K -$13.6K -34 -3%
GI
562
GAMMA Investing
California
$499K -$12.6K -30 -2%
AFC
563
AFT Forsyth & Company
Florida
$491K
OAM
564
Occidental Asset Management
California
$485K +$195K +465 +67%
HAG
565
HighPoint Advisor Group
Illinois
$482K +$16.8K +40 +4%
DADC
566
D.A. Davidson & Co
Montana
$480K +$2.94K +7 +0.6%
Northwestern Mutual Wealth Management
567
Northwestern Mutual Wealth Management
Wisconsin
$479K -$46.2K -110 -9%
HP
568
Haven Private
Florida
$478K +$156K +372 +49%
TFS
569
Thoroughbred Financial Services
Tennessee
$474K -$28.9K -69 -6%
AC
570
Allstate Corporation
Illinois
$474K -$471K -1,122 -50%
MG
571
Mather Group
Illinois
$473K -$55K -131 -10%
AWS
572
Atria Wealth Solutions
New York
$471K
FHA
573
First Horizon Advisors
Tennessee
$471K -$1.26K -3 -0.3%
TCA
574
Transcend Capital Advisors
New Jersey
$471K -$4.2K -10 -0.9%
Walleye Capital
575
Walleye Capital
New York
$470K -$1.47M -3,492 -76%