809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 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:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
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
PA
551
Profund Advisors
Maryland
$275K
LCM
552
Laurion Capital Management
New York
$273K
AWM
553
AE Wealth Management
Kansas
$273K
Balyasny Asset Management
554
Balyasny Asset Management
Illinois
$272K
KRW
555
Kaufman Rossin Wealth
Florida
$271K
TSS
556
Two Sigma Securities
New York
$270K
ACA
557
Aptus Capital Advisors
Alabama
$269K
CCA
558
Childress Capital Advisors
Texas
$269K
SAM
559
Sompo Asset Management
Japan
$267K
TWM
560
Thrive Wealth Management
Pennsylvania
$261K
WPC
561
Wedmont Private Capital
Pennsylvania
$259K
Fidelity International
562
Fidelity International
Bermuda
$257K
GVAG
563
Great Valley Advisor Group
Delaware
$255K
S
564
SignatureFD
Georgia
$252K
SWA
565
Stratos Wealth Advisors
Ohio
$250K
NICM
566
Neo Ivy Capital Management
New York
$250K
PPW
567
Parcion Private Wealth
Washington
$249K
WAM
568
Wolverine Asset Management
Illinois
$248K
SPC
569
Spirepoint Private Client
Florida
$247K
MYAM
570
Meiji Yasuda Asset Management
Japan
$244K
RWM
571
Ritholtz Wealth Management
New York
$244K
JSW
572
Journey Strategic Wealth
New Jersey
$244K
PCM
573
Permanent Capital Management
Illinois
$241K
MA
574
Mutual Advisors
Nebraska
$240K
LCM
575
Liberty Capital Management
Michigan
$240K