We are live on ! Find out more

812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
626
CVA Family Office
Colorado
$112K +$57.5K +239 +118%
TWD
627
True Wealth Design
Ohio
$106K +$62.3K +259 +162%
PCM
628
Penserra Capital Management
California
$101K -$2.41K -10 -2%
QC
629
Quent Capital
New York
$97.9K -$36.1K -150 -28%
SIC
630
SJS Investment Consulting
Ohio
$94.6K +$76.8K +319 +570%
ZBNA
631
Zions Bancorporation, National Association
Utah
$87.5K -$607K -2,520 -88%
SGK
632
Steigerwald Gordon & Koch
Virginia
$82.5K +$3.85K +16 +5%
Los Angeles Capital Management
633
Los Angeles Capital Management
California
$81.2K -$2.36M -9,792 -97%
TWC
634
TD Waterhouse Canada
Ontario, Canada
$73.7K -$18.1K -75 -20%
EI
635
eCIO Inc
Wisconsin
$73.2K +$69.8K +290 New
DT
636
DV Trading
Illinois
$71.1K +$67.9K +282 New
ADL
637
Asset Dedication LLC
California
$70.6K -$8.66K -36 -11%
RF
638
Rossby Financial
Florida
$67.1K -$148K -616 -70%
CH
639
Cromwell Holdings
Wyoming
$66.3K -$1.2K -5 -2%
LFG
640
Larson Financial Group
Missouri
$66.1K +$58.5K +243 +1,279%
BOTPPF
641
Board of the Pension Protection Fund
United Kingdom
$60.5K +$57.8K +240 New
BTI
642
Blue Trust Inc
Georgia
$58.8K -$16.1K -67 -22%
Optiver Holding
643
Optiver Holding
Netherlands
$58.8K +$56.1K +233 New
OL
644
OneFund LLC
Florida
$57.1K +$2.65K +11 +5%
PFBT
645
Parkside Financial Bank & Trust
Missouri
$55.8K +$22.4K +93 +73%
AF
646
Advisornet Financial
Minnesota
$51.2K +$2.65K +11 +6%
CT
647
Caldwell Trust
Florida
$50.5K
AssetMark Inc
648
AssetMark Inc
California
$50.4K -$5.05K -21 -10%
SS
649
Sunbelt Securities
Texas
$49.7K -$24.1K -100 -34%
TPCW
650
TD Private Client Wealth
New York
$48.9K -$2.41K -10 -5%