785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 reducing their positions, and 219 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
ACA
551
Aptus Capital Advisors
Alabama
$242K
RP
552
Riverwater Partners
Wisconsin
$239K
DC
553
Davenport & Co
Virginia
$237K
AFC
554
AFT Forsyth & Company
Florida
$237K
PGCM
555
Prescott Group Capital Management
Oklahoma
$235K
GKFF
556
George Kaiser Family Foundation
Oklahoma
$235K
WWC
557
Waypoint Wealth Counsel
Georgia
$235K
TAM
558
Trust Asset Management
Texas
$234K
CIC
559
Chilton Investment Company
Connecticut
$234K
BWP
560
BSW Wealth Partners
Colorado
$232K
Jones Financial Companies
561
Jones Financial Companies
Missouri
$232K
BPA
562
Beacon Pointe Advisors
California
$232K
RWB
563
RMR Wealth Builders
New Jersey
$231K
EW
564
Evoke Wealth
California
$229K
DWT
565
Dorsey & Whitney Trust
South Dakota
$229K
AAM
566
Advisors Asset Management
Colorado
$226K
CI
567
CX Institutional
Indiana
$225K
NAS
568
Nicolet Advisory Services
Wisconsin
$225K
ASN
569
Advisory Services Network
Georgia
$223K
SC
570
SummitTX Capital
Texas
$223K
RF
571
Rossby Financial
Florida
$221K
GI
572
GAMMA Investing
California
$221K
SRC
573
Shufro Rose & Co
New York
$220K
ERSOT
574
Employees Retirement System of Texas
Texas
$215K
WA
575
Waddell & Associates
Tennessee
$214K