889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
$338K
AFA
602
Arlington Financial Advisors
California
$337K
SCP
603
Sivia Capital Partners
California
$336K
CNBT
604
Canandaigua National Bank & Trust
New York
$331K
HNB
605
Huntington National Bank
Ohio
$331K
FFM
606
Forum Financial Management
Illinois
$329K
DJSG
607
D.J. St. Germain
Massachusetts
$328K
GWMR
608
GC Wealth Management RIA
Massachusetts
$327K
PF
609
Phoenix Financial
Israel
$326K
FFA
610
Farther Finance Advisors
California
$325K
GVAG
611
Great Valley Advisor Group
Delaware
$325K
GAM
612
Groupama Asset Management
France
$324K
AA
613
ALPS Advisors
Colorado
$319K
NAS
614
Nicolet Advisory Services
Wisconsin
$318K
BMCM
615
Bryn Mawr Capital Management
Pennsylvania
$316K
PCM
616
Polymer Capital Management
New York
$316K
EWA
617
EverSource Wealth Advisors
Alabama
$306K
BCM
618
Brookstone Capital Management
Illinois
$304K
CI
619
Cigna Investments
Connecticut
$302K
FSC
620
Full Sail Capital
Oklahoma
$301K
WTC
621
WhitTier Trust Company
Nevada
$297K
ORG
622
Optimist Retirement Group
Washington
$297K
JIC
623
Johnson Investment Counsel
Ohio
$295K
SF
624
Summit Financial
New Jersey
$291K
WAG
625
Wallace Advisory Group
California
$290K