883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DE
651
Diversified Enterprises
Delaware
$256K -$4.45K -11 -2%
MWM
652
MinichMacGregor Wealth Management
New York
$255K
OPCM
653
Osborne Partners Capital Management
California
$253K
CP
654
Castleview Partners
Texas
$251K +$5.26K +13 +2%
Wolverine Trading
655
Wolverine Trading
Illinois
$249K -$344K -855 -58%
FTWA
656
Fifth Third Wealth Advisors
Ohio
$248K -$16.6K -41 -6%
EWA
657
EP Wealth Advisors
California
$248K -$75.6K -187 -23%
TA
658
Tectonic Advisors
Texas
$245K -$1.62K -4 -0.7%
TIA
659
Tandem Investment Advisors
South Carolina
$244K +$244K +603 New
GWP
660
Gen-Wealth Partners
Michigan
$244K +$35.6K +88 +17%
TWC
661
TD Waterhouse Canada
Ontario, Canada
$241K +$8.54K +21 +4%
CAM
662
Claret Asset Management
Quebec, Canada
$240K +$240K +593 New
TCBWMS
663
Texas Capital Bank Wealth Management Services
Texas
$239K +$404 +1 +0.2%
MPM
664
MBB Public Markets
Illinois
$239K -$53.8K -133 -18%
JTWM
665
Jackson Thornton Wealth Management
Alabama
$239K +$239K +598 New
BP
666
Ballentine Partners
Massachusetts
$238K +$42.4K +105 +22%
CCWM
667
Cassaday & Co Wealth Management
Virginia
$236K +$236K +585 New
RCAG
668
Rehmann Capital Advisory Group
Michigan
$236K -$19.4K -48 -8%
KP
669
Keel Point
Alabama
$236K +$14.1K +35 +6%
KCP
670
Kera Capital Partners
California
$236K +$236K +583 New
LCWP
671
Legacy Capital Wealth Partners
Arkansas
$235K +$6.87K +17 +3%
GCM
672
Gallacher Capital Management
Colorado
$235K +$35.2K +87 +18%
MWM
673
Mission Wealth Management
California
$234K +$234K +579 New
SWP
674
Sagespring Wealth Partners
Tennessee
$234K -$36.8K -91 -14%
CAM
675
Creekmur Asset Management
Illinois
$233K +$51.3K +127 +28%