785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 reducing their positions, and 219 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
GRP
651
Global Retirement Partners
California
$20.8K
FFO
652
Fortitude Family Office
Arizona
$20.8K
HIA
653
Harbor Investment Advisory
Maryland
$20.2K
HDIM
654
Hanson & Doremus Investment Management
Vermont
$20K
OP
655
ORG Partners
Indiana
$19.2K
GKIM
656
GW&K Investment Management
Massachusetts
$19K
SCA
657
Stuart Chaussee & Associates
California
$18.9K
RA
658
Ransom Advisory
Rhode Island
$18.4K
WA
659
WPG Advisers
Maryland
$17.9K
ST
660
Smithfield Trust
Pennsylvania
$17K
CT
661
Colonial Trust
South Carolina
$16.4K
IUHSA
662
Itau Unibanco Holding S.A.
Brazil
$16.3K
JSAM
663
J. Safra Asset Management
New York
$16K
MA
664
MCF Advisors
Kentucky
$15.8K
TCOV
665
Trust Company of Vermont
Vermont
$15.8K
AA
666
Addison Advisors
Vermont
$15.5K
FFA
667
Frazier Financial Advisors
Ohio
$15.5K
CPG
668
Cornerstone Planning Group
New Jersey
$15.4K
HWM
669
Hemington Wealth Management
Virginia
$15K
SIC
670
SJS Investment Consulting
Ohio
$14.7K
MWPCG
671
Measured Wealth Private Client Group
New Hampshire
$14.7K
POIA
672
Pin Oak Investment Advisors
Texas
$14.5K
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$14.2K
JWA
674
JFS Wealth Advisors
Pennsylvania
$13.9K
ANBT
675
American National Bank & Trust
Texas
$13.9K