809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 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:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
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
Northwestern Mutual Wealth Management
576
Northwestern Mutual Wealth Management
Wisconsin
$238K
Jones Financial Companies
577
Jones Financial Companies
Missouri
$237K
TIA
578
Tandem Investment Advisors
South Carolina
$236K
CGIM
579
Capital Group Investment Management
Singapore
$236K
DO
580
denkapparat Operations
Germany
$233K
GCM
581
Gallacher Capital Management
Colorado
$232K
MIA
582
MainStreet Investment Advisors
Illinois
$228K
AFC
583
AFT Forsyth & Company
Florida
$227K
PGCM
584
Prescott Group Capital Management
Oklahoma
$226K
GKFF
585
George Kaiser Family Foundation
Oklahoma
$226K
RWB
586
RMR Wealth Builders
New Jersey
$224K
CIA
587
Concurrent Investment Advisors
Florida
$223K
RA
588
Riversedge Advisors
Delaware
$223K
PA
589
PFG Advisors
Arizona
$220K
ETC
590
Exchange Traded Concepts
Oklahoma
$220K
CPA
591
Capital Performance Advisors
California
$218K
RB
592
Renasant Bank
Mississippi
$218K
TAM
593
Trust Asset Management
Texas
$216K
NAS
594
Nicolet Advisory Services
Wisconsin
$216K
TC
595
TownSquare Capital
Utah
$215K
TCWA
596
Turtle Creek Wealth Advisors
Texas
$212K
SG
597
StoneX Group
New York
$212K
VFA
598
Valeo Financial Advisors
Indiana
$212K
PE
599
PCM Encore
Colorado
$211K
Capstone Investment Advisors
600
Capstone Investment Advisors
New York
$209K