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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
551
Siemens Fonds Invest
Germany
$277K
PA
552
Profund Advisors
Maryland
$275K -$68.8K -286 -21%
LCM
553
Laurion Capital Management
New York
$273K +$261K +1,084 New
AWM
554
AE Wealth Management
Kansas
$273K +$260K +1,081 New
Balyasny Asset Management
555
Balyasny Asset Management
Illinois
$272K -$27.5M -114,161 -99%
KRW
556
Kaufman Rossin Wealth
Florida
$271K +$25.3K +105 +11%
TSS
557
Two Sigma Securities
New York
$270K -$1.06M -4,398 -80%
ACA
558
Aptus Capital Advisors
Alabama
$269K +$35.4K +147 +16%
CCA
559
Childress Capital Advisors
Texas
$269K +$256K +1,065 New
SAM
560
Sompo Asset Management
Japan
$267K +$9.63K +40 +4%
TWM
561
Thrive Wealth Management
Pennsylvania
$261K -$56.6K -235 -19%
WPC
562
Wedmont Private Capital
Pennsylvania
$259K +$51K +212 +25%
Fidelity International
563
Fidelity International
Bermuda
$257K +$129K +534 +111%
GVAG
564
Great Valley Advisor Group
Delaware
$255K -$123K -510 -34%
S
565
SignatureFD
Georgia
$252K -$102K -423 -30%
SWA
566
Stratos Wealth Advisors
Ohio
$250K +$6.26K +26 +3%
NICM
567
Neo Ivy Capital Management
New York
$250K -$2.5M -10,397 -91%
PPW
568
Parcion Private Wealth
Washington
$249K +$237K +986 New
WAM
569
Wolverine Asset Management
Illinois
$248K
SPC
570
Spirepoint Private Client
Florida
$247K -$58.7K -244 -20%
MYAM
571
Meiji Yasuda Asset Management
Japan
$244K -$68.1K -283 -23%
RWM
572
Ritholtz Wealth Management
New York
$244K -$92.2K -383 -28%
JSW
573
Journey Strategic Wealth
New Jersey
$244K -$26.7K -111 -10%
PCM
574
Permanent Capital Management
Illinois
$241K +$722 +3 +0.3%
MA
575
Mutual Advisors
Nebraska
$240K -$12K -50 -5%