790 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 219

Holders
790
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
CI Investments Inc
626
CI Investments Inc
Ontario, Canada
$54K
TPCW
627
TD Private Client Wealth
New York
$53.6K
CFO
628
CVA Family Office
Colorado
$53.4K
CT
629
Caldwell Trust
Florida
$52.6K
PS
630
Principal Securities
Iowa
$51K
AF
631
Advisornet Financial
Minnesota
$50.5K
RDFA
632
Ritter Daniher Financial Advisory
Ohio
$49.9K
TFIPS
633
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.3K
VCM
634
Versant Capital Management
Arizona
$47.3K
TIM
635
Tortoise Investment Management
New York
$42.3K
TWD
636
True Wealth Design
Ohio
$42.1K
CFD
637
Creative Financial Designs
Indiana
$39.4K
JFGIW
638
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.2K
SCM
639
Sterling Capital Management
North Carolina
$38.4K
OAJ
640
Ogorek Anthony Joseph
New York
$38K
SIM
641
Sentry Investment Management
Wisconsin
$37K
PFBT
642
Parkside Financial Bank & Trust
Missouri
$33.6K
CPBTD
643
Central Pacific Bank - Trust Division
Hawaii
$30.2K
BCWM
644
Bartlett & Co Wealth Management
Ohio
$29.7K
UOTTAIMCU
645
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$29.2K
BIA
646
Bell Investment Advisors
California
$27.3K
OWP
647
ORG Wealth Partners
Texas
$26K
MCM
648
MV Capital Management
Maryland
$25.2K
CMP
649
Coston McIsaac & Partners
Maine
$24K
CCM
650
Chilton Capital Management
Texas
$23.4K