We are live on ! Find out more

712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
626
Annis Gardner Whiting Capital Advisors
Florida
$5.7K +$5.15K +28 +350%
HWA
627
Heritage Wealth Advisors
Virginia
$5.7K +$6.62K +36 New
KG
628
Kilter Group
New York
$5.54K -$13.1K -71 -67%
MEG
629
Millstone Evans Group
Colorado
$5.54K
RTL
630
Red Tortoise LLC
Georgia
$5.38K
BGAI
631
Bruce G. Allen Investments
Colorado
$5.22K -$920 -5 -13%
CFM
632
Cornerstone Financial Management
Massachusetts
$5.22K +$3.5K +19 +136%
CT
633
Colonial Trust
South Carolina
$5.13K -$4.78K -26 -45%
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.07K -$13.6K -74 -70%
S
635
Sachetta
Massachusetts
$4.91K +$4.6K +25 +417%
MPW
636
MASECO Private Wealth
$4.91K
AAG
637
Armstrong Advisory Group
Massachusetts
$4.59K +$2.76K +15 +107%
EFMH
638
E Fund Management (HK)
Hong Kong
$4.59K +$5.34K +29 New
SWM
639
Spire Wealth Management
Virginia
$4.43K +$3.68K +20 +250%
JWA
640
JFS Wealth Advisors
Pennsylvania
$4.28K -$6.44K -35 -56%
MAM
641
Marquette Asset Management
Minnesota
$4.28K +$2.76K +15 +125%
SC
642
SouthState Corp
Florida
$3.8K +$2.94K +16 +200%
CB
643
CNB Bank
Pennsylvania
$3.48K
MGI
644
Miller Global Investments
Texas
$3.48K
WBC
645
West Branch Capital
Massachusetts
$3.33K -$11.8K -64 -75%
NL
646
NVWM LLC
Pennsylvania
$3.33K +$3.13K +17 +425%
SWM
647
SHP Wealth Management
Massachusetts
$3.17K +$3.5K +19 +1,900%
HHCP
648
Hilton Head Capital Partners
South Carolina
$3.17K
PG
649
Proffitt & Goodson
Tennessee
$3.17K
RF
650
Robbins Farley
New Hampshire
$3.17K