889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
576
Brighton Jones LLC
Washington
$403K
WAM
577
Wolverine Asset Management
Illinois
$397K
GC
578
Guggenheim Capital
Illinois
$393K
NIM
579
NEOS Investment Management
Connecticut
$393K
AWM
580
Apollon Wealth Management
South Carolina
$390K
SWA
581
Stratos Wealth Advisors
Ohio
$390K
BBHC
582
Brown Brothers Harriman & Co
New York
$389K
BTWM
583
Baker Tilly Wealth Management
Wisconsin
$388K
Jones Financial Companies
584
Jones Financial Companies
Missouri
$381K
ACA
585
Aptus Capital Advisors
Alabama
$377K
IFA
586
Index Fund Advisors
California
$373K
SC
587
Sapient Capital
Indiana
$373K
DO
588
denkapparat Operations
Germany
$373K
CA
589
Clearstead Advisors
Ohio
$372K
RF
590
Rossby Financial
Florida
$369K
IAA
591
Independent Advisor Alliance
North Carolina
$369K
AFC
592
AFT Forsyth & Company
Florida
$364K
GKFF
593
George Kaiser Family Foundation
Oklahoma
$362K
TAM
594
Trust Asset Management
Texas
$360K
ACM
595
Andina Capital Management
Utah
$359K
HTC
596
Haverford Trust Company
Pennsylvania
$357K
AAM
597
Advisors Asset Management
Colorado
$355K
AFG
598
Atomi Financial Group
New York
$346K
EH
599
Equitable Holdings
New York
$346K
PAG
600
Private Advisor Group
New Jersey
$342K