939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
601
WrapManager Inc
California
$437K -$107K -220 -20%
GVAG
602
Great Valley Advisor Group
Delaware
$436K +$436K +900 New
EP
603
Edgestream Partners
New Jersey
$431K -$3.92M -8,087 -90%
TPI
604
Trust Point Inc
Wisconsin
$420K +$58.6K +121 +16%
AAS
605
Avantax Advisory Services
Texas
$419K -$387K -800 -48%
SFI
606
Siemens Fonds Invest
Germany
$415K +$16K +33 +4%
DAS
607
Diversify Advisory Services
Utah
$415K -$110K -224 -21%
BMCM
608
Bryn Mawr Capital Management
Pennsylvania
$414K -$212K -437 -34%
TS
609
Triglav Skladi
Slovenia
$412K +$412K +850 New
IWC
610
Integrated Wealth Concepts
Massachusetts
$412K -$4.85K -10 -1%
LAM
611
LECAP Asset Management
United Kingdom
$408K +$408K +842 New
DC
612
Davenport & Co
Virginia
$400K +$4.36K +9 +1%
DWT
613
Dorsey & Whitney Trust
South Dakota
$400K +$9.69K +20 +2%
FCP
614
Fidelis Capital Partners
Florida
$394K +$13.7K +25 +4%
PAG
615
Private Advisor Group
New Jersey
$394K -$42.6K -88 -10%
BMCM
616
Burns Matteson Capital Management
New York
$394K -$13.6K -28 -3%
BBHC
617
Brown Brothers Harriman & Co
New York
$394K +$44.1K +91 +13%
CT
618
ClearAlpha Technologies
Connecticut
$393K -$48K -99 -11%
DJSG
619
D.J. St. Germain
Massachusetts
$393K
OR
620
Olympiad Research
Connecticut
$390K +$390K +804 New
FC
621
FORA Capital
Florida
$389K -$3.12M -6,442 -89%
FFA
622
Farther Finance Advisors
California
$388K -$48.9K -101 -11%
PF
623
Phoenix Financial
Israel
$386K +$81.4K +168 +27%
WANY
624
Wealthspire Advisors (New York)
New York
$385K +$6.78K +14 +2%
AFA
625
Arlington Financial Advisors
California
$377K