908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
601
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$384K +$384K +916 New
RF
602
Rossby Financial
Florida
$384K -$27.9K -67 -7%
VFA
603
Valeo Financial Advisors
Indiana
$379K -$1.26K -3 -0.3%
GC
604
Guggenheim Capital
Illinois
$378K -$141K -336 -27%
ACA
605
Aptus Capital Advisors
Alabama
$376K -$170K -405 -31%
SFI
606
Siemens Fonds Invest
Germany
$375K +$16.4K +39 +5%
TAM
607
Trust Asset Management
Texas
$374K -$13.9K -33 -4%
WANY
608
Wealthspire Advisors (New York)
New York
$373K +$39.5K +94 +12%
GAM
609
Groupama Asset Management
France
$368K +$368K +880 New
FFM
610
Forum Financial Management
Illinois
$367K -$21.4K -51 -6%
Envestnet Portfolio Solutions
611
Envestnet Portfolio Solutions
Illinois
$365K -$750K -1,788 -67%
EH
612
Equitable Holdings
New York
$362K -$22.7K -54 -6%
JFGIW
613
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K +$144K +342 +66%
CIAM
614
Caitong International Asset Management
Hong Kong
$357K +$314K +748 +726%
LP
615
LMR Partners
United Kingdom
$352K +$352K +838 New
AFA
616
Arlington Financial Advisors
California
$351K +$24.3K +58 +7%
DAS
617
Diversify Advisory Services
Utah
$347K -$9.67K -23 -3%
CNBT
618
Canandaigua National Bank & Trust
New York
$347K -$70.1K -167 -17%
HNB
619
Huntington National Bank
Ohio
$343K -$121K -288 -26%
DJSG
620
D.J. St. Germain
Massachusetts
$341K
ACM
621
Andina Capital Management
Utah
$340K +$340K +809 New
GVAG
622
Great Valley Advisor Group
Delaware
$338K -$39.8K -95 -11%
OAM
623
Ostrum Asset Management
France
$336K -$401K -956 -54%
EWA
624
EP Wealth Advisors
California
$336K +$15.9K +38 +5%
PAG
625
Private Advisor Group
New Jersey
$333K -$7.98K -19 -2%