791 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 220 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
791
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
CCM
651
Chilton Capital Management
Texas
$23.4K
WBC
652
West Branch Capital
Massachusetts
$22.3K
FHC
653
First Horizon Corporation
Tennessee
$22.3K
GRP
654
Global Retirement Partners
California
$20.8K
FFO
655
Fortitude Family Office
Arizona
$20.8K
HIA
656
Harbor Investment Advisory
Maryland
$20.2K
HDIM
657
Hanson & Doremus Investment Management
Vermont
$20K
OP
658
ORG Partners
Indiana
$19.2K
GKIM
659
GW&K Investment Management
Massachusetts
$19K
SCA
660
Stuart Chaussee & Associates
California
$18.9K
RA
661
Ransom Advisory
Rhode Island
$18.4K
WA
662
WPG Advisers
Maryland
$17.9K
ST
663
Smithfield Trust
Pennsylvania
$17K
CT
664
Colonial Trust
South Carolina
$16.4K
IUHSA
665
Itau Unibanco Holding S.A.
Brazil
$16.3K
JSAM
666
J. Safra Asset Management
New York
$16K
MA
667
MCF Advisors
Kentucky
$15.8K
TCOV
668
Trust Company of Vermont
Vermont
$15.8K
AA
669
Addison Advisors
Vermont
$15.5K
FFA
670
Frazier Financial Advisors
Ohio
$15.5K
CPG
671
Cornerstone Planning Group
New Jersey
$15.4K
HWM
672
Hemington Wealth Management
Virginia
$15K
SIC
673
SJS Investment Consulting
Ohio
$14.7K
MWPCG
674
Measured Wealth Private Client Group
New Hampshire
$14.7K
POIA
675
Pin Oak Investment Advisors
Texas
$14.5K