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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Activest Wealth Management
Florida
$9.66K -$10.3K -56 -48%
W
602
WealthCollab
Washington
$9.5K +$11K +60 New
FFA
603
Frazier Financial Advisors
Ohio
$9.34K
MWPCG
604
Measured Wealth Private Client Group
New Hampshire
$8.87K
PWA
605
Physician Wealth Advisors
Utah
$8.55K -$8.46K -46 -46%
JWM
606
JPL Wealth Management
Colorado
$8.55K +$9.94K +54 New
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$8.55K
ADL
608
Asset Dedication LLC
California
$8.39K -$41.8K -227 -81%
CA
609
CoreCap Advisors
Michigan
$8.23K -$2.39K -13 -20%
JSAM
610
J. Safra Asset Management
New York
$8.07K +$7.54K +41 +410%
SWP
611
Strategic Wealth Partners
Ohio
$7.92K
LI
612
LRI Investments
Florida
$7.76K +$6.07K +33 +206%
HWP
613
Highline Wealth Partners
California
$7.6K +$8.83K +48 New
MFP
614
Meramec Financial Planners
Missouri
$7.34K
RBI
615
Raiffeisen Bank International
Austria
$7.16K
CCM
616
Chilton Capital Management
Texas
$7.13K
WSFS
617
Wilmington Savings Fund Society
Delaware
$7.13K
AFC
618
Ares Financial Consulting
California
$6.97K +$8.28K +45 New
IRAG
619
Investment Research & Advisory Group
Georgia
$6.81K
WA
620
WPG Advisers
Maryland
$6.81K +$368 +2 +5%
CTC
621
Central Trust Company
Missouri
$6.65K
AP
622
Aspect Partners
Virginia
$6.65K
SL
623
Salomon & Ludwin
Virginia
$6.63K -$6.26K -34 -45%
BCM
624
Boreal Capital Management
Florida
$6.02K
GSEP
625
Golden State Equity Partners
California
$6.02K +$6.99K +38 New