803 hedge funds and large institutions have $19.8B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 257 increasing their positions, 319 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 → $19.8B (+$910M)

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: 319

Holders
803
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
AWA
601
Aaron Wealth Advisors
Illinois
$202K
BBHC
602
Brown Brothers Harriman & Co
New York
$195K
UB
603
UMB Bank
Missouri
$171K
HNB
604
Huntington National Bank
Ohio
$171K
DCU
605
Dara Capital US
Florida
$168K
MG
606
MilWealth Group
Wisconsin
$165K
WTC
607
WhitTier Trust Company
Nevada
$154K
RIL
608
Rothschild Investment LLC
Illinois
$153K
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$148K
AAP
610
Arax Advisory Partners
Colorado
$146K
PA
611
Parallel Advisors
California
$144K
ACM
612
Aster Capital Management
United Arab Emirates
$136K
SC
613
Steph & Co
Wisconsin
$135K
EPW
614
Evergreen Private Wealth
Colorado
$135K
SCM
615
Sterling Capital Management
North Carolina
$133K
WBC
616
Westpac Banking Corp
Australia
$127K
PPC
617
Park Place Capital
Alabama
$126K
LS
618
Livforsakringsbolaget Skandia
Sweden
$126K
VCM
619
Versant Capital Management
Arizona
$122K
GBT
620
Grove Bank & Trust
Florida
$115K
CFO
621
CVA Family Office
Colorado
$112K
TWD
622
True Wealth Design
Ohio
$106K
PCM
623
Penserra Capital Management
California
$101K
QC
624
Quent Capital
New York
$97.9K
SIC
625
SJS Investment Consulting
Ohio
$94.6K