809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
651
Global Retirement Partners
California
$45.4K
WT
652
Whittier Trust
California
$43.8K
PTC
653
Private Trust Company
Ohio
$41.4K
APW
654
Aventura Private Wealth
Florida
$40.4K
PPA
655
Pilgrim Partners Asia
Singapore
$40.4K
SIM
656
Sentry Investment Management
Wisconsin
$39K
CFD
657
Creative Financial Designs
Indiana
$37.8K
OAJ
658
Ogorek Anthony Joseph
New York
$37K
CT
659
Clearstead Trust
Maine
$35.3K
SAG
660
SageView Advisory Group
California
$34.3K
EB
661
Eastern Bank
Massachusetts
$32.3K
AWM
662
Activest Wealth Management
Florida
$29.5K
EW
663
Elyxium Wealth
California
$28K
RDFA
664
Ritter Daniher Financial Advisory
Ohio
$27.8K
SSG
665
Summit Securities Group
New York
$27K
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.7K
KG
667
Kilter Group
New York
$26.7K
EF
668
Entrust Financial
Pennsylvania
$26.2K
RS
669
Rakuten Securities
Japan
$26.2K
PWA
670
Physician Wealth Advisors
Utah
$25.2K
DE
671
DV Equities
Illinois
$25.2K
OWP
672
ORG Wealth Partners
Texas
$25K
BIA
673
Bell Investment Advisors
California
$24.7K
BCWM
674
Bartlett & Co Wealth Management
Ohio
$24.5K
Kayne Anderson Rudnick Investment Management
675
Kayne Anderson Rudnick Investment Management
California
$22.9K