908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
626
WrapManager Inc
California
$332K -$46.6K -111 -12%
WAG
627
Wallace Advisory Group
California
$330K -$146K -302 -31%
FPAS
628
Focus Partners Advisor Solutions
Missouri
$330K +$330K +786 New
PA
629
Parallel Advisors
California
$328K +$18.9K +45 +6%
CI
630
CX Institutional
Indiana
$328K -$177K -422 -35%
BMCM
631
Bryn Mawr Capital Management
Pennsylvania
$327K -$31.1K -74 -9%
AA
632
ALPS Advisors
Colorado
$327K +$33.6K +80 +11%
FFA
633
Farther Finance Advisors
California
$325K -$7.03K -17 -2%
WA
634
Waverly Advisors
Alabama
$323K +$21.8K +52 +7%
CI
635
Cigna Investments
Connecticut
$323K -$4.63K -11 -1%
PF
636
Phoenix Financial
Israel
$322K -$13.5K -32 -4%
BCM
637
Brookstone Capital Management
Illinois
$319K +$319K +759 New
IWC
638
Integrated Wealth Concepts
Massachusetts
$318K -$38.6K -92 -11%
PCM
639
Permanent Capital Management
Illinois
$315K +$2.52K +6 +0.8%
SAM
640
Shell Asset Management
Netherlands
$313K
SAW
641
Signal Advisors Wealth
Michigan
$312K +$839 +2 +0.3%
AC
642
Avestar Capital
New York
$311K -$81K -193 -21%
RFC
643
Regions Financial Corp
Alabama
$310K -$159K -379 -34%
WTC
644
WhitTier Trust Company
Nevada
$309K
AFG
645
Atomi Financial Group
New York
$309K +$71.4K +170 +30%
BBHC
646
Brown Brothers Harriman & Co
New York
$308K -$33.6K -80 -10%
QL
647
Quarry LP
New York
$307K +$293K +698 +2,053%
JIC
648
Johnson Investment Counsel
Ohio
$307K -$5.04K -12 -2%
MPM
649
MBB Public Markets
Illinois
$304K +$304K +725 New
DO
650
denkapparat Operations
Germany
$303K +$303K +722 New