791 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 220 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
791
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
VT
551
Vise Technologies
New York
$244K
DO
552
denkapparat Operations
Germany
$242K
ACA
553
Aptus Capital Advisors
Alabama
$242K
RP
554
Riverwater Partners
Wisconsin
$239K
DC
555
Davenport & Co
Virginia
$237K
AFC
556
AFT Forsyth & Company
Florida
$237K
PGCM
557
Prescott Group Capital Management
Oklahoma
$235K
GKFF
558
George Kaiser Family Foundation
Oklahoma
$235K
WWC
559
Waypoint Wealth Counsel
Georgia
$235K
TAM
560
Trust Asset Management
Texas
$234K
CIC
561
Chilton Investment Company
Connecticut
$234K
BWP
562
BSW Wealth Partners
Colorado
$232K
Jones Financial Companies
563
Jones Financial Companies
Missouri
$232K
BPA
564
Beacon Pointe Advisors
California
$232K
RWB
565
RMR Wealth Builders
New Jersey
$231K
EW
566
Evoke Wealth
California
$229K
DWT
567
Dorsey & Whitney Trust
South Dakota
$229K
AAM
568
Advisors Asset Management
Colorado
$226K
CI
569
CX Institutional
Indiana
$225K
NAS
570
Nicolet Advisory Services
Wisconsin
$225K
ASN
571
Advisory Services Network
Georgia
$223K
SC
572
SummitTX Capital
Texas
$223K
RF
573
Rossby Financial
Florida
$221K
GI
574
GAMMA Investing
California
$221K
SRC
575
Shufro Rose & Co
New York
$220K