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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
576
Liberty Capital Management
Michigan
$240K
Northwestern Mutual Wealth Management
577
Northwestern Mutual Wealth Management
Wisconsin
$238K +$722 +3 +0.3%
Jones Financial Companies
578
Jones Financial Companies
Missouri
$237K +$14.4K +60 +7%
TIA
579
Tandem Investment Advisors
South Carolina
$236K -$21.7K -90 -9%
CGIM
580
Capital Group Investment Management
Singapore
$236K +$225K +935 New
DO
581
denkapparat Operations
Germany
$233K
GCM
582
Gallacher Capital Management
Colorado
$232K -$47.9K -199 -18%
MIA
583
MainStreet Investment Advisors
Illinois
$228K -$98.2K -408 -31%
AFC
584
AFT Forsyth & Company
Florida
$227K
GKFF
585
George Kaiser Family Foundation
Oklahoma
$226K
PGCM
586
Prescott Group Capital Management
Oklahoma
$226K
RWB
587
RMR Wealth Builders
New Jersey
$224K +$2.41K +10 +1%
CIA
588
Concurrent Investment Advisors
Florida
$223K +$213K +884 New
RA
589
Riversedge Advisors
Delaware
$223K +$213K +883 New
PA
590
PFG Advisors
Arizona
$220K -$1.01M -4,206 -83%
ETC
591
Exchange Traded Concepts
Oklahoma
$220K +$40.7K +169 +24%
CPA
592
Capital Performance Advisors
California
$218K +$208K +866 New
RB
593
Renasant Bank
Mississippi
$218K +$208K +863 New
TAM
594
Trust Asset Management
Texas
$216K -$7.94K -33 -4%
NAS
595
Nicolet Advisory Services
Wisconsin
$216K -$6.02K -25 -3%
TC
596
TownSquare Capital
Utah
$215K -$1.1M -4,557 -84%
TCWA
597
Turtle Creek Wealth Advisors
Texas
$212K -$447K -1,859 -69%
SG
598
StoneX Group
New York
$212K +$203K +842 New
VFA
599
Valeo Financial Advisors
Indiana
$212K +$16.4K +68 +9%
PE
600
PCM Encore
Colorado
$211K +$202K +838 New