908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
576
Sompo Asset Management
Japan
$470K -$37.8K -90 -7%
SC
577
Syon Capital
California
$468K +$72.2K +172 +18%
HI
578
Horizon Investments
North Carolina
$465K +$23.9K +57 +5%
TP
579
Tranquility Partners
Tennessee
$458K -$6.72K -16 -1%
WA
580
Wealth Alliance
New York
$457K +$2.1K +5 +0.5%
IAA
581
Independent Advisor Alliance
North Carolina
$446K -$14.7K -35 -3%
AG
582
Ascent Group
Virginia
$445K +$55.4K +132 +14%
MCM
583
Monument Capital Management
Virginia
$439K
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$438K -$15.1K -36 -3%
LCM
585
Liberty Capital Management
Michigan
$433K -$20.6K -49 -5%
IP
586
Intellectus Partners
California
$428K -$10.9K -26 -2%
DWM
587
Diversify Wealth Management
Utah
$428K -$143K -339 -25%
DWT
588
Dorsey & Whitney Trust
South Dakota
$425K +$78.5K +187 +23%
CFO
589
Callan Family Office
Pennsylvania
$421K +$37.8K +90 +10%
AAS
590
Avantax Advisory Services
Texas
$417K +$54.1K +129 +15%
HCM
591
Hengehold Capital Management
Ohio
$413K +$31.1K +74 +8%
WAM
592
Wolverine Asset Management
Illinois
$412K
SWA
593
Stratos Wealth Advisors
Ohio
$408K -$17.2K -41 -4%
NIM
594
NEOS Investment Management
Connecticut
$405K +$420 +1 +0.1%
GL
595
Graypoint LLC
New York
$403K -$10.5K -25 -3%
KMWM
596
Keudell/Morrison Wealth Management
Oregon
$399K -$1.68K -4 -0.4%
HTC
597
Haverford Trust Company
Pennsylvania
$395K
LFG
598
Larson Financial Group
Missouri
$390K +$111K +264 +40%
AWM
599
Apollon Wealth Management
South Carolina
$388K -$60K -143 -13%
DC
600
Davenport & Co
Virginia
$387K +$39.9K +95 +12%