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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
SIC
576
SJS Investment Consulting
Ohio
$21.1K
MCM
577
MV Capital Management
Maryland
$21.1K
BTI
578
Blue Trust Inc
Georgia
$20.7K
QL
579
Quarry LP
New York
$17.6K
RDFA
580
Ritter Daniher Financial Advisory
Ohio
$17.4K
RS
581
Rakuten Securities
Japan
$16.8K
WPA
582
Wealth Preservation Advisors
Tennessee
$16.8K
EF
583
Entrust Financial
Pennsylvania
$16.5K
IAIM
584
International Assets Investment Management
Florida
$16.4K
SC
585
Stance Capital
Massachusetts
$15.8K
OWP
586
ORG Wealth Partners
Texas
$15.7K
BCWM
587
Bartlett & Co Wealth Management
Ohio
$14.9K
C
588
Covestor
United Kingdom
$14K
CMP
589
Coston McIsaac & Partners
Maine
$13K
SFG
590
Strive Financial Group
Indiana
$13K
SS
591
SBI Securities
Japan
$13K
CPG
592
Cornerstone Planning Group
New Jersey
$12.9K
OAJ
593
Ogorek Anthony Joseph
New York
$12K
SFAM
594
Sawyer Falduto Asset Management
Illinois
$11.9K
AA
595
Addison Advisors
Vermont
$11.6K
RFP
596
Root Financial Partners
California
$10.8K
WETS
597
Wealth Enhancement Trust Services
South Dakota
$10.1K
MCM
598
Manchester Capital Management
Vermont
$10.1K
ST
599
Smithfield Trust
Pennsylvania
$10K
VIS
600
Vega Investment Solutions
France
$9.98K