791 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
791
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
576
Employees Retirement System of Texas
Texas
$215K
WA
577
Waddell & Associates
Tennessee
$214K
WAG
578
Wallace Advisory Group
California
$213K
CGL
579
Clarius Group LLC
Washington
$212K
CIA
580
Caerus Investment Advisors
Texas
$210K
HTC
581
Haverford Trust Company
Pennsylvania
$207K
FFA
582
Farther Finance Advisors
California
$207K
WPC
583
Wedmont Private Capital
Pennsylvania
$206K
HNB
584
Huntington National Bank
Ohio
$206K
VF
585
Vest Financial
Virginia
$206K
CPC
586
CFC Planning Company
Indiana
$205K
Capstone Investment Advisors
587
Capstone Investment Advisors
New York
$203K
VFA
588
Valeo Financial Advisors
Indiana
$203K
GIA
589
Gateway Investment Advisers
Ohio
$202K
A
590
AlphaQuest
New York
$201K
UB
591
UMB Bank
Missouri
$192K
PA
592
Parallel Advisors
California
$190K
ETC
593
Exchange Traded Concepts
Oklahoma
$185K
MG
594
MilWealth Group
Wisconsin
$172K
WTC
595
WhitTier Trust Company
Nevada
$167K
WANY
596
Wealthspire Advisors (New York)
New York
$148K
QC
597
Quent Capital
New York
$141K
GXJ
598
Global X Japan
Japan
$135K
SWM
599
Spire Wealth Management
Virginia
$134K
WBC
600
Westpac Banking Corp
Australia
$133K