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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
Capstone Investment Advisors
601
Capstone Investment Advisors
New York
$209K +$14K +58 +8%
CGL
602
Clarius Group LLC
Washington
$209K +$5.78K +24 +3%
BWP
603
BSW Wealth Partners
Colorado
$207K -$14.9K -62 -7%
ERSOT
604
Employees Retirement System of Texas
Texas
$207K
AFT
605
Alpha Family Trust
California
$204K -$31.3K -130 -14%
AWA
606
Aaron Wealth Advisors
Illinois
$202K +$192K +799 New
BBHC
607
Brown Brothers Harriman & Co
New York
$195K -$59K -245 -24%
UB
608
UMB Bank
Missouri
$171K -$12.5K -52 -7%
HNB
609
Huntington National Bank
Ohio
$171K -$26K -108 -14%
DCU
610
Dara Capital US
Florida
$168K +$160K +665 New
MG
611
MilWealth Group
Wisconsin
$165K
WTC
612
WhitTier Trust Company
Nevada
$154K -$4.81K -20 -3%
RIL
613
Rothschild Investment LLC
Illinois
$153K +$84.5K +351 +138%
PWPS
614
Pinnacle Wealth Planning Services
Ohio
$148K +$141K +586 New
AAP
615
Arax Advisory Partners
Colorado
$146K -$5.78M -24,035 -98%
PA
616
Parallel Advisors
California
$144K -$36.6K -152 -21%
ACM
617
Aster Capital Management
United Arab Emirates
$136K -$233K -966 -64%
SC
618
Steph & Co
Wisconsin
$135K +$48.9K +203 +61%
EPW
619
Evergreen Private Wealth
Colorado
$135K +$57K +237 +80%
SCM
620
Sterling Capital Management
North Carolina
$133K +$91.7K +381 +261%
WBC
621
Westpac Banking Corp
Australia
$127K
PPC
622
Park Place Capital
Alabama
$126K
LS
623
Livforsakringsbolaget Skandia
Sweden
$126K
VCM
624
Versant Capital Management
Arizona
$122K +$72.7K +302 +168%
GBT
625
Grove Bank & Trust
Florida
$115K +$8.9K +37 +9%