889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
651
Baron Wealth Management
Michigan
$264K
LAM
652
Lakewood Asset Management
Illinois
$263K
LFG
653
Larson Financial Group
Missouri
$257K
DE
654
Diversified Enterprises
Delaware
$256K
MWM
655
MinichMacGregor Wealth Management
New York
$255K
OPCM
656
Osborne Partners Capital Management
California
$253K
CP
657
Castleview Partners
Texas
$251K
Wolverine Trading
658
Wolverine Trading
Illinois
$249K
FTWA
659
Fifth Third Wealth Advisors
Ohio
$248K
EWA
660
EP Wealth Advisors
California
$248K
TA
661
Tectonic Advisors
Texas
$245K
TIA
662
Tandem Investment Advisors
South Carolina
$244K
GWP
663
Gen-Wealth Partners
Michigan
$244K
TWC
664
TD Waterhouse Canada
Ontario, Canada
$241K
CAM
665
Claret Asset Management
Quebec, Canada
$240K
TCBWMS
666
Texas Capital Bank Wealth Management Services
Texas
$239K
MPM
667
MBB Public Markets
Illinois
$239K
JTWM
668
Jackson Thornton Wealth Management
Alabama
$239K
BP
669
Ballentine Partners
Massachusetts
$238K
CCWM
670
Cassaday & Co Wealth Management
Virginia
$236K
RCAG
671
Rehmann Capital Advisory Group
Michigan
$236K
KP
672
Keel Point
Alabama
$236K
KCP
673
Kera Capital Partners
California
$236K
LCWP
674
Legacy Capital Wealth Partners
Arkansas
$235K
GCM
675
Gallacher Capital Management
Colorado
$235K