779 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 217 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)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
779
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
SCA
651
Stuart Chaussee & Associates
California
$18.9K
RA
652
Ransom Advisory
Rhode Island
$18.4K
WA
653
WPG Advisers
Maryland
$17.9K
ST
654
Smithfield Trust
Pennsylvania
$17K
CT
655
Colonial Trust
South Carolina
$16.4K
IUHSA
656
Itau Unibanco Holding S.A.
Brazil
$16.3K
JSAM
657
J. Safra Asset Management
New York
$16K
MA
658
MCF Advisors
Kentucky
$15.8K
TCOV
659
Trust Company of Vermont
Vermont
$15.8K
AA
660
Addison Advisors
Vermont
$15.5K
FFA
661
Frazier Financial Advisors
Ohio
$15.5K
CPG
662
Cornerstone Planning Group
New Jersey
$15.4K
HWM
663
Hemington Wealth Management
Virginia
$15K
SIC
664
SJS Investment Consulting
Ohio
$14.7K
MWPCG
665
Measured Wealth Private Client Group
New Hampshire
$14.7K
POIA
666
Pin Oak Investment Advisors
Texas
$14.5K
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$14.2K
JWA
668
JFS Wealth Advisors
Pennsylvania
$13.9K
ANBT
669
American National Bank & Trust
Texas
$13.9K
WSFS
670
Wilmington Savings Fund Society
Delaware
$13.1K
MA
671
Montag & Associates
Georgia
$13.1K
SWP
672
Strategic Wealth Partners
Ohio
$13.1K
SL
673
Salomon & Ludwin
Virginia
$13.1K
C
674
Covestor
United Kingdom
$13K
CA
675
CoreCap Advisors
Michigan
$12.9K