778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 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)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
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
RA
651
Ransom Advisory
Rhode Island
$18.4K
WA
652
WPG Advisers
Maryland
$17.9K
ST
653
Smithfield Trust
Pennsylvania
$17K
CT
654
Colonial Trust
South Carolina
$16.4K
IUHSA
655
Itau Unibanco Holding S.A.
Brazil
$16.3K
JSAM
656
J. Safra Asset Management
New York
$16K
MA
657
MCF Advisors
Kentucky
$15.8K
TCOV
658
Trust Company of Vermont
Vermont
$15.8K
AA
659
Addison Advisors
Vermont
$15.5K
FFA
660
Frazier Financial Advisors
Ohio
$15.5K
CPG
661
Cornerstone Planning Group
New Jersey
$15.4K
HWM
662
Hemington Wealth Management
Virginia
$15K
SIC
663
SJS Investment Consulting
Ohio
$14.7K
MWPCG
664
Measured Wealth Private Client Group
New Hampshire
$14.7K
POIA
665
Pin Oak Investment Advisors
Texas
$14.5K
FMII
666
Farmers & Merchants Investments Inc
Nebraska
$14.2K
JWA
667
JFS Wealth Advisors
Pennsylvania
$13.9K
ANBT
668
American National Bank & Trust
Texas
$13.9K
WSFS
669
Wilmington Savings Fund Society
Delaware
$13.1K
MA
670
Montag & Associates
Georgia
$13.1K
SWP
671
Strategic Wealth Partners
Ohio
$13.1K
SL
672
Salomon & Ludwin
Virginia
$13.1K
C
673
Covestor
United Kingdom
$13K
CA
674
CoreCap Advisors
Michigan
$12.9K
SS
675
SBI Securities
Japan
$12.6K