803 hedge funds and large institutions have $19.8B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 257 increasing their positions, 319 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 → $19.8B (+$910M)

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: 319

Holders
803
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
PPA
651
Pilgrim Partners Asia
Singapore
$40.4K
SIM
652
Sentry Investment Management
Wisconsin
$39K
CFD
653
Creative Financial Designs
Indiana
$37.8K
OAJ
654
Ogorek Anthony Joseph
New York
$37K
CT
655
Clearstead Trust
Maine
$35.3K
SAG
656
SageView Advisory Group
California
$34.3K
EB
657
Eastern Bank
Massachusetts
$32.3K
AWM
658
Activest Wealth Management
Florida
$29.5K
EW
659
Elyxium Wealth
California
$28K
RDFA
660
Ritter Daniher Financial Advisory
Ohio
$27.8K
SSG
661
Summit Securities Group
New York
$27K
JFGIW
662
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.7K
KG
663
Kilter Group
New York
$26.7K
EF
664
Entrust Financial
Pennsylvania
$26.2K
RS
665
Rakuten Securities
Japan
$26.2K
PWA
666
Physician Wealth Advisors
Utah
$25.2K
DE
667
DV Equities
Illinois
$25.2K
OWP
668
ORG Wealth Partners
Texas
$25K
BIA
669
Bell Investment Advisors
California
$24.7K
BCWM
670
Bartlett & Co Wealth Management
Ohio
$24.5K
Kayne Anderson Rudnick Investment Management
671
Kayne Anderson Rudnick Investment Management
California
$22.9K
FFO
672
Fortitude Family Office
Arizona
$22.7K
WBC
673
West Branch Capital
Massachusetts
$21.4K
SFG
674
Strive Financial Group
Indiana
$21.4K
CMP
675
Coston McIsaac & Partners
Maine
$21K