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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
651
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.4K
GRP
652
Global Retirement Partners
California
$45.4K +$24.3K +101 +128%
WT
653
Whittier Trust
California
$43.8K -$16.6K -69 -28%
PTC
654
Private Trust Company
Ohio
$41.4K -$14.9K -62 -27%
APW
655
Aventura Private Wealth
Florida
$40.4K -$20K -83 -34%
PPA
656
Pilgrim Partners Asia
Singapore
$40.4K -$14.4K -60 -27%
SIM
657
Sentry Investment Management
Wisconsin
$39K
CFD
658
Creative Financial Designs
Indiana
$37.8K
OAJ
659
Ogorek Anthony Joseph
New York
$37K
CT
660
Clearstead Trust
Maine
$35.3K +$26.2K +109 +352%
SAG
661
SageView Advisory Group
California
$34.3K +$32.7K +136 New
EB
662
Eastern Bank
Massachusetts
$32.3K +$21.7K +90 +237%
AWM
663
Activest Wealth Management
Florida
$29.5K +$27.9K +116 +11,600%
BWA
664
Basecamp Wealth Advisors
Washington
$28.8K +$27.4K +114 New
EW
665
Elyxium Wealth
California
$28K +$26.7K +111 New
RDFA
666
Ritter Daniher Financial Advisory
Ohio
$27.8K -$19.3K -80 -42%
SSG
667
Summit Securities Group
New York
$27K -$78.7K -327 -75%
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.7K -$10.3K -43 -29%
KG
669
Kilter Group
New York
$26.7K +$23.6K +98 +1,225%
EF
670
Entrust Financial
Pennsylvania
$26.2K +$25K +104 New
RS
671
Rakuten Securities
Japan
$26.2K +$23.8K +99 +1,980%
PWA
672
Physician Wealth Advisors
Utah
$25.2K +$14.2K +59 +144%
DE
673
DV Equities
Illinois
$25.2K +$24.1K +100 New
OWP
674
ORG Wealth Partners
Texas
$25K
BIA
675
Bell Investment Advisors
California
$24.7K -$1.44K -6 -6%