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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
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
$109M
Puts
$49.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCG
551
McCollum Christoferson Group
New York
$39.4K
GKIM
552
GW&K Investment Management
Massachusetts
$38K
BWA
553
Basecamp Wealth Advisors
Washington
$37.4K
CCWM
554
Cassaday & Co Wealth Management
Virginia
$34.4K
HI
555
Harbour Investments
Wisconsin
$33.1K
CT
556
Caldwell Trust
Florida
$31.7K
SS
557
Sunbelt Securities
Texas
$31.2K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$30.9K
IAAG
559
Innovative Asset Advisors Group
Connecticut
$30.6K
OL
560
OneFund LLC
Florida
$30.4K
AF
561
Advisornet Financial
Minnesota
$30.1K
CH
562
Cromwell Holdings
Wyoming
$29.5K
TFIPS
563
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.5K
CFSG
564
Community Financial Services Group
Vermont
$28.2K
BIA
565
Bell Investment Advisors
California
$27.2K
TPCW
566
TD Private Client Wealth
New York
$25.8K
APW
567
Aventura Private Wealth
Florida
$24.9K
VNT
568
Vanguard National Trust
Pennsylvania
$24.2K
CFO
569
CVA Family Office
Colorado
$24.1K
CFD
570
Creative Financial Designs
Indiana
$24.1K
LFG
571
Larson Financial Group
Missouri
$22.8K
KFAS
572
Keating Financial Advisory Services
Kansas
$22.3K
TPWA
573
Twin Peaks Wealth Advisors
California
$22.2K
RF
574
Rossby Financial
Florida
$22.1K
PTC
575
Private Trust Company
Ohio
$21.5K