857 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 325 reducing their positions, and 64 closing their positions.

Holders
857
Holders Change
+73
Holders Change %
+9.31%
% of All Funds
12.57%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
325
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PPWP
651
Premier Path Wealth Partners
New Jersey
$253K +$253K +560 New
CRI
652
Colonial River Investments
Virginia
$252K +$252K +558 New
OWA
653
One Wealth Advisors
California
$249K -$138K -305 -36%
TPI
654
Trust Point Inc
Wisconsin
$248K +$248K +549 New
DOA
655
D'Orazio & Associates
Virginia
$248K +$248K +549 New
KWM
656
Kolinsky Wealth Management
New Jersey
$247K -$78K -173 -24%
WBC
657
Westpac Banking Corp
Australia
$244K +$85.3K +189 +54%
BHCM
658
Brevan Howard Capital Management
Jersey
$244K +$244K +541 New
CI
659
CX Institutional
Indiana
$244K +$244K +540 New
OC
660
Oarsman Capital
Wisconsin
$239K +$239K +530 New
ACI
661
Alpha Cubed Investments
California
$237K +$237K +525 New
PCIA
662
Prime Capital Investment Advisors
Kansas
$235K +$235K +520 New
LPT
663
Legacy Private Trust
Wisconsin
$235K +$235K +520 New
FMLI
664
Fukoku Mutual Life Insurance
Japan
$235K +$235K +520 New
CPA
665
Court Place Advisors
Maryland
$234K +$234K +519 New
DC
666
Davenport & Co
Virginia
$231K +$231K +513 New
CGL
667
Clarius Group LLC
Washington
$230K +$230K +509 New
PPC
668
Park Place Capital
Alabama
$226K -$93.8K -208 -29%
PAM
669
Paradigm Asset Management
New York
$226K
AIFAIM
670
American Institute for Advanced Investment Management
Arizona
$226K +$226K +500 New
CCWM
671
Cassaday & Co Wealth Management
Virginia
$223K +$223K +495 New
SP
672
Stonebrook Private
Michigan
$223K +$223K +495 New
TWM
673
Tradition Wealth Management
Minnesota
$223K
MPPW
674
Mitchell & Pahl Private Wealth
Oklahoma
$222K +$222K +493 New
BRWA
675
B. Riley Wealth Advisors
Florida
$221K -$46K -102 -17%