798 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, 318 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: 318

Holders
798
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
CCA
551
Childress Capital Advisors
Texas
$269K
SAM
552
Sompo Asset Management
Japan
$267K
TWM
553
Thrive Wealth Management
Pennsylvania
$261K
WPC
554
Wedmont Private Capital
Pennsylvania
$259K
Fidelity International
555
Fidelity International
Bermuda
$257K
GVAG
556
Great Valley Advisor Group
Delaware
$255K
S
557
SignatureFD
Georgia
$252K
SWA
558
Stratos Wealth Advisors
Ohio
$250K
NICM
559
Neo Ivy Capital Management
New York
$250K
PPW
560
Parcion Private Wealth
Washington
$249K
WAM
561
Wolverine Asset Management
Illinois
$248K
SPC
562
Spirepoint Private Client
Florida
$247K
MYAM
563
Meiji Yasuda Asset Management
Japan
$244K
RWM
564
Ritholtz Wealth Management
New York
$244K
JSW
565
Journey Strategic Wealth
New Jersey
$244K
PCM
566
Permanent Capital Management
Illinois
$241K
MA
567
Mutual Advisors
Nebraska
$240K
LCM
568
Liberty Capital Management
Michigan
$240K
Northwestern Mutual Wealth Management
569
Northwestern Mutual Wealth Management
Wisconsin
$238K
Jones Financial Companies
570
Jones Financial Companies
Missouri
$237K
TIA
571
Tandem Investment Advisors
South Carolina
$236K
CGIM
572
Capital Group Investment Management
Singapore
$236K
DO
573
denkapparat Operations
Germany
$233K
GCM
574
Gallacher Capital Management
Colorado
$232K
MHC
575
May Hill Capital
Massachusetts
$229K