785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
Fidelity International
601
Fidelity International
Bermuda
$127K
SSG
602
Summit Securities Group
New York
$114K
GBT
603
Grove Bank & Trust
Florida
$110K
PCM
604
Penserra Capital Management
California
$108K
TWC
605
TD Waterhouse Canada
Ontario, Canada
$92.1K
CAM
606
Creekmur Asset Management
Illinois
$91.5K
SC
607
Steph & Co
Wisconsin
$87K
Federated Hermes
608
Federated Hermes
Pennsylvania
$86.7K
CA
609
Clearstead Advisors
Ohio
$83.1K
ADL
610
Asset Dedication LLC
California
$83.1K
SGK
611
Steigerwald Gordon & Koch
Virginia
$81.8K
BTI
612
Blue Trust Inc
Georgia
$78.9K
EPW
613
Evergreen Private Wealth
Colorado
$78.1K
SS
614
Sunbelt Securities
Texas
$78.1K
OIAM
615
OFI Invest Asset Management
France
$72.7K
CH
616
Cromwell Holdings
Wyoming
$70.5K
CTC
617
Central Trust Company
Missouri
$70.2K
RIL
618
Rothschild Investment LLC
Illinois
$67K
APW
619
Aventura Private Wealth
Florida
$63.9K
WT
620
Whittier Trust
California
$63.8K
PTC
621
Private Trust Company
Ohio
$59.4K
AssetMark Inc
622
AssetMark Inc
California
$58K
PPA
623
Pilgrim Partners Asia
Singapore
$57.8K
OL
624
OneFund LLC
Florida
$56.5K
CI Investments Inc
625
CI Investments Inc
Ontario, Canada
$54K