785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
TPCW
626
TD Private Client Wealth
New York
$53.6K
CFO
627
CVA Family Office
Colorado
$53.4K
CT
628
Caldwell Trust
Florida
$52.6K
PS
629
Principal Securities
Iowa
$51K
AF
630
Advisornet Financial
Minnesota
$50.5K
RDFA
631
Ritter Daniher Financial Advisory
Ohio
$49.9K
TFIPS
632
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.3K
VCM
633
Versant Capital Management
Arizona
$47.3K
TIM
634
Tortoise Investment Management
New York
$42.3K
TWD
635
True Wealth Design
Ohio
$42.1K
CFD
636
Creative Financial Designs
Indiana
$39.4K
JFGIW
637
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.2K
SCM
638
Sterling Capital Management
North Carolina
$38.4K
OAJ
639
Ogorek Anthony Joseph
New York
$38K
SIM
640
Sentry Investment Management
Wisconsin
$37K
PFBT
641
Parkside Financial Bank & Trust
Missouri
$33.6K
CPBTD
642
Central Pacific Bank - Trust Division
Hawaii
$30.2K
BCWM
643
Bartlett & Co Wealth Management
Ohio
$29.7K
UOTTAIMCU
644
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$29.2K
BIA
645
Bell Investment Advisors
California
$27.3K
OWP
646
ORG Wealth Partners
Texas
$26K
CMP
647
Coston McIsaac & Partners
Maine
$24K
CCM
648
Chilton Capital Management
Texas
$23.4K
WBC
649
West Branch Capital
Massachusetts
$22.3K
FHC
650
First Horizon Corporation
Tennessee
$22.3K