798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
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
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
576
MainStreet Investment Advisors
Illinois
$228K
AFC
577
AFT Forsyth & Company
Florida
$227K
PGCM
578
Prescott Group Capital Management
Oklahoma
$226K
GKFF
579
George Kaiser Family Foundation
Oklahoma
$226K
RWB
580
RMR Wealth Builders
New Jersey
$224K
CIA
581
Concurrent Investment Advisors
Florida
$223K
RA
582
Riversedge Advisors
Delaware
$223K
PA
583
PFG Advisors
Arizona
$220K
ETC
584
Exchange Traded Concepts
Oklahoma
$220K
CPA
585
Capital Performance Advisors
California
$218K
RB
586
Renasant Bank
Mississippi
$218K
TAM
587
Trust Asset Management
Texas
$216K
NAS
588
Nicolet Advisory Services
Wisconsin
$216K
TC
589
TownSquare Capital
Utah
$215K
TCWA
590
Turtle Creek Wealth Advisors
Texas
$212K
SG
591
StoneX Group
New York
$212K
VFA
592
Valeo Financial Advisors
Indiana
$212K
PE
593
PCM Encore
Colorado
$211K
Capstone Investment Advisors
594
Capstone Investment Advisors
New York
$209K
CGL
595
Clarius Group LLC
Washington
$209K
BWP
596
BSW Wealth Partners
Colorado
$207K
ERSOT
597
Employees Retirement System of Texas
Texas
$207K
AFT
598
Alpha Family Trust
California
$204K
AWA
599
Aaron Wealth Advisors
Illinois
$202K
BBHC
600
Brown Brothers Harriman & Co
New York
$195K