799 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 319 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 319

Holders
799
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
651
Sentry Investment Management
Wisconsin
$39K
CFD
652
Creative Financial Designs
Indiana
$37.8K
OAJ
653
Ogorek Anthony Joseph
New York
$37K
CT
654
Clearstead Trust
Maine
$35.3K
SAG
655
SageView Advisory Group
California
$34.3K
EB
656
Eastern Bank
Massachusetts
$32.3K
AWM
657
Activest Wealth Management
Florida
$29.5K
EW
658
Elyxium Wealth
California
$28K
RDFA
659
Ritter Daniher Financial Advisory
Ohio
$27.8K
SSG
660
Summit Securities Group
New York
$27K
JFGIW
661
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.7K
KG
662
Kilter Group
New York
$26.7K
EF
663
Entrust Financial
Pennsylvania
$26.2K
RS
664
Rakuten Securities
Japan
$26.2K
PWA
665
Physician Wealth Advisors
Utah
$25.2K
DE
666
DV Equities
Illinois
$25.2K
OWP
667
ORG Wealth Partners
Texas
$25K
BIA
668
Bell Investment Advisors
California
$24.7K
BCWM
669
Bartlett & Co Wealth Management
Ohio
$24.5K
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$22.9K
FFO
671
Fortitude Family Office
Arizona
$22.7K
WBC
672
West Branch Capital
Massachusetts
$21.4K
SFG
673
Strive Financial Group
Indiana
$21.4K
CMP
674
Coston McIsaac & Partners
Maine
$21K
SS
675
SBI Securities
Japan
$20.7K