790 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 219

Holders
790
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LS
601
Livforsakringsbolaget Skandia
Sweden
$131K
Fidelity International
602
Fidelity International
Bermuda
$127K
SSG
603
Summit Securities Group
New York
$114K
GBT
604
Grove Bank & Trust
Florida
$110K
PCM
605
Penserra Capital Management
California
$108K
TWC
606
TD Waterhouse Canada
Ontario, Canada
$92.1K
CAM
607
Creekmur Asset Management
Illinois
$91.5K
SC
608
Steph & Co
Wisconsin
$87K
Federated Hermes
609
Federated Hermes
Pennsylvania
$86.7K
CA
610
Clearstead Advisors
Ohio
$83.1K
ADL
611
Asset Dedication LLC
California
$83.1K
SGK
612
Steigerwald Gordon & Koch
Virginia
$81.8K
BTI
613
Blue Trust Inc
Georgia
$78.9K
EPW
614
Evergreen Private Wealth
Colorado
$78.1K
SS
615
Sunbelt Securities
Texas
$78.1K
OIAM
616
OFI Invest Asset Management
France
$72.7K
CH
617
Cromwell Holdings
Wyoming
$70.5K
CTC
618
Central Trust Company
Missouri
$70.2K
RIL
619
Rothschild Investment LLC
Illinois
$67K
APW
620
Aventura Private Wealth
Florida
$63.9K
WT
621
Whittier Trust
California
$63.8K
PTC
622
Private Trust Company
Ohio
$59.4K
AssetMark Inc
623
AssetMark Inc
California
$58K
PPA
624
Pilgrim Partners Asia
Singapore
$57.8K
OL
625
OneFund LLC
Florida
$56.5K