889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWB
626
RMR Wealth Builders
New Jersey
$289K
ICP
627
Impact Capital Partners
Colorado
$288K
WIA
628
World Investment Advisors
California
$285K
JSSH
629
J. Safra Sarasin Holding
$283K
SACTSONJ
630
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$283K
NWAG
631
Net Worth Advisory Group
Utah
$281K
FCG
632
Fielder Capital Group
Tennessee
$280K
AC
633
Avestar Capital
New York
$279K
RB
634
Renasant Bank
Mississippi
$279K
RP
635
Riverwater Partners
Wisconsin
$276K
IA
636
IFP Advisors
Florida
$275K
SCM
637
SCS Capital Management
Massachusetts
$274K
OAM
638
Ostrum Asset Management
France
$271K
MC
639
Moors & Cabot
Massachusetts
$271K
TCM
640
Teza Capital Management
Illinois
$270K
EW
641
Evoke Wealth
California
$270K
OWCM
642
One Wealth Capital Management
Arizona
$270K
RFC
643
Regions Financial Corp
Alabama
$268K
HT
644
Headlands Technologies
Illinois
$267K
HKIMG
645
Hutchens & Kramer Investment Management Group
Indiana
$266K
TPI
646
Trust Point Inc
Wisconsin
$266K
WI
647
WrapManager Inc
California
$266K
BMCM
648
Burns Matteson Capital Management
New York
$264K
MG
649
MilWealth Group
Wisconsin
$264K
PA
650
Parallel Advisors
California
$264K