889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Wealth Alliance
New York
$453K
SAM
552
Sompo Asset Management
Japan
$453K
HAG
553
HighPoint Advisor Group
Illinois
$452K
GL
554
Graypoint LLC
New York
$451K
Northwestern Mutual Wealth Management
555
Northwestern Mutual Wealth Management
Wisconsin
$448K
SFI
556
Siemens Fonds Invest
Germany
$439K
TP
557
Tranquility Partners
Tennessee
$438K
EAM
558
Eventide Asset Management
Massachusetts
$432K
SAM
559
Smartleaf Asset Management
Massachusetts
$429K
KMWM
560
Keudell/Morrison Wealth Management
Oregon
$428K
DC
561
Davenport & Co
Virginia
$428K
SC
562
Syon Capital
California
$428K
UBP
563
Union Bancaire Privee
Switzerland
$427K
DWT
564
Dorsey & Whitney Trust
South Dakota
$424K
MCM
565
Monument Capital Management
Virginia
$421K
MA
566
Mutual Advisors
Nebraska
$420K
GI
567
GAMMA Investing
California
$419K
CIAM
568
Caitong International Asset Management
Hong Kong
$419K
WA
569
Waverly Advisors
Alabama
$418K
LCM
570
Liberty Capital Management
Michigan
$417K
MG
571
Mather Group
Illinois
$415K
PS
572
Principal Securities
Iowa
$415K
IP
573
Intellectus Partners
California
$412K
FHA
574
First Horizon Advisors
Tennessee
$412K
AG
575
Ascent Group
Virginia
$407K