908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
651
Moors & Cabot
Massachusetts
$303K
RWB
652
RMR Wealth Builders
New Jersey
$298K -$6.3K -15 -2%
SACTSONJ
653
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$294K
SCM
654
SCS Capital Management
Massachusetts
$285K +$285K +679 New
LSA
655
Lansing Street Advisors
Pennsylvania
$284K +$91.9K +219 +48%
TPI
656
Trust Point Inc
Wisconsin
$284K -$79.7K -190 -22%
BMCM
657
Burns Matteson Capital Management
New York
$284K -$57.5K -137 -17%
NAS
658
Nicolet Advisory Services
Wisconsin
$283K -$12.5K -32 -4%
NWAG
659
Net Worth Advisory Group
Utah
$283K -$5.03K -12 -2%
RP
660
Riverwater Partners
Wisconsin
$282K -$42.8K -102 -13%
ICP
661
Impact Capital Partners
Colorado
$282K -$28.5K -68 -9%
RB
662
Renasant Bank
Mississippi
$282K -$6.3K -15 -2%
SWP
663
Sagespring Wealth Partners
Tennessee
$281K +$36.5K +87 +15%
BJL
664
Brighton Jones LLC
Washington
$280K +$13K +31 +5%
HKIMG
665
Hutchens & Kramer Investment Management Group
Indiana
$277K -$11.8K -28 -4%
OWCM
666
One Wealth Capital Management
Arizona
$276K -$20.6K -49 -7%
FTWA
667
Fifth Third Wealth Advisors
Ohio
$275K +$18.9K +45 +7%
MG
668
MilWealth Group
Wisconsin
$275K
LAM
669
Lakewood Asset Management
Illinois
$273K
DE
670
Diversified Enterprises
Delaware
$271K +$1.68K +4 +0.6%
JWM
671
JFG Wealth Management
Colorado
$269K -$9.65K -23 -3%
RCAG
672
Rehmann Capital Advisory Group
Michigan
$266K +$5.46K +13 +2%
MWM
673
MinichMacGregor Wealth Management
New York
$264K
OPCM
674
Osborne Partners Capital Management
California
$262K
Jones Financial Companies
675
Jones Financial Companies
Missouri
$262K +$50.2K +120 +24%