791 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 220 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: 220

Holders
791
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
OL
626
OneFund LLC
Florida
$56.5K
CI Investments Inc
627
CI Investments Inc
Ontario, Canada
$54K
TPCW
628
TD Private Client Wealth
New York
$53.6K
CFO
629
CVA Family Office
Colorado
$53.4K
CT
630
Caldwell Trust
Florida
$52.6K
PS
631
Principal Securities
Iowa
$51K
AF
632
Advisornet Financial
Minnesota
$50.5K
RDFA
633
Ritter Daniher Financial Advisory
Ohio
$49.9K
TFIPS
634
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.3K
VCM
635
Versant Capital Management
Arizona
$47.3K
TIM
636
Tortoise Investment Management
New York
$42.3K
TWD
637
True Wealth Design
Ohio
$42.1K
CFD
638
Creative Financial Designs
Indiana
$39.4K
JFGIW
639
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.2K
SCM
640
Sterling Capital Management
North Carolina
$38.4K
OAJ
641
Ogorek Anthony Joseph
New York
$38K
SIM
642
Sentry Investment Management
Wisconsin
$37K
PFBT
643
Parkside Financial Bank & Trust
Missouri
$33.6K
CPBTD
644
Central Pacific Bank - Trust Division
Hawaii
$30.2K
BCWM
645
Bartlett & Co Wealth Management
Ohio
$29.7K
UOTTAIMCU
646
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$29.2K
BIA
647
Bell Investment Advisors
California
$27.3K
OWP
648
ORG Wealth Partners
Texas
$26K
MCM
649
MV Capital Management
Maryland
$25.2K
CMP
650
Coston McIsaac & Partners
Maine
$24K