798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 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:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
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
CFD
651
Creative Financial Designs
Indiana
$37.8K
OAJ
652
Ogorek Anthony Joseph
New York
$37K
CT
653
Clearstead Trust
Maine
$35.3K
SAG
654
SageView Advisory Group
California
$34.3K
EB
655
Eastern Bank
Massachusetts
$32.3K
AWM
656
Activest Wealth Management
Florida
$29.5K
EW
657
Elyxium Wealth
California
$28K
RDFA
658
Ritter Daniher Financial Advisory
Ohio
$27.8K
SSG
659
Summit Securities Group
New York
$27K
JFGIW
660
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.7K
KG
661
Kilter Group
New York
$26.7K
EF
662
Entrust Financial
Pennsylvania
$26.2K
RS
663
Rakuten Securities
Japan
$26.2K
PWA
664
Physician Wealth Advisors
Utah
$25.2K
DE
665
DV Equities
Illinois
$25.2K
OWP
666
ORG Wealth Partners
Texas
$25K
BIA
667
Bell Investment Advisors
California
$24.7K
BCWM
668
Bartlett & Co Wealth Management
Ohio
$24.5K
Kayne Anderson Rudnick Investment Management
669
Kayne Anderson Rudnick Investment Management
California
$22.9K
FFO
670
Fortitude Family Office
Arizona
$22.7K
WBC
671
West Branch Capital
Massachusetts
$21.4K
SFG
672
Strive Financial Group
Indiana
$21.4K
CMP
673
Coston McIsaac & Partners
Maine
$21K
SS
674
SBI Securities
Japan
$20.7K
CIAS
675
CBIZ Investment Advisory Services
Ohio
$18.9K