809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 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:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
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
CGL
601
Clarius Group LLC
Washington
$209K
BWP
602
BSW Wealth Partners
Colorado
$207K
ERSOT
603
Employees Retirement System of Texas
Texas
$207K
AFT
604
Alpha Family Trust
California
$204K
AWA
605
Aaron Wealth Advisors
Illinois
$202K
BBHC
606
Brown Brothers Harriman & Co
New York
$195K
UB
607
UMB Bank
Missouri
$171K
HNB
608
Huntington National Bank
Ohio
$171K
DCU
609
Dara Capital US
Florida
$168K
MG
610
MilWealth Group
Wisconsin
$165K
WTC
611
WhitTier Trust Company
Nevada
$154K
RIL
612
Rothschild Investment LLC
Illinois
$153K
PWPS
613
Pinnacle Wealth Planning Services
Ohio
$148K
AAP
614
Arax Advisory Partners
Colorado
$146K
PA
615
Parallel Advisors
California
$144K
ACM
616
Aster Capital Management
United Arab Emirates
$136K
SC
617
Steph & Co
Wisconsin
$135K
EPW
618
Evergreen Private Wealth
Colorado
$135K
SCM
619
Sterling Capital Management
North Carolina
$133K
WBC
620
Westpac Banking Corp
Australia
$127K
PPC
621
Park Place Capital
Alabama
$126K
LS
622
Livforsakringsbolaget Skandia
Sweden
$126K
VCM
623
Versant Capital Management
Arizona
$122K
GBT
624
Grove Bank & Trust
Florida
$115K
CFO
625
CVA Family Office
Colorado
$112K