798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
601
UMB Bank
Missouri
$171K
HNB
602
Huntington National Bank
Ohio
$171K
DCU
603
Dara Capital US
Florida
$168K
MG
604
MilWealth Group
Wisconsin
$165K
WTC
605
WhitTier Trust Company
Nevada
$154K
RIL
606
Rothschild Investment LLC
Illinois
$153K
PWPS
607
Pinnacle Wealth Planning Services
Ohio
$148K
AAP
608
Arax Advisory Partners
Colorado
$146K
PA
609
Parallel Advisors
California
$144K
ACM
610
Aster Capital Management
United Arab Emirates
$136K
SC
611
Steph & Co
Wisconsin
$135K
EPW
612
Evergreen Private Wealth
Colorado
$135K
SCM
613
Sterling Capital Management
North Carolina
$133K
WBC
614
Westpac Banking Corp
Australia
$127K
PPC
615
Park Place Capital
Alabama
$126K
LS
616
Livforsakringsbolaget Skandia
Sweden
$126K
VCM
617
Versant Capital Management
Arizona
$122K
GBT
618
Grove Bank & Trust
Florida
$115K
CFO
619
CVA Family Office
Colorado
$112K
TWD
620
True Wealth Design
Ohio
$106K
PCM
621
Penserra Capital Management
California
$101K
QC
622
Quent Capital
New York
$97.9K
SIC
623
SJS Investment Consulting
Ohio
$94.6K
ZBNA
624
Zions Bancorporation, National Association
Utah
$87.5K
SGK
625
Steigerwald Gordon & Koch
Virginia
$82.5K