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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
651
Westfuller Advisors
New York
$3.01K +$3.5K +19 New
AW
652
Avion Wealth
Texas
$3K +$1.84K +10 +77%
UFPG
653
United Financial Planning Group
New York
$2.69K
RWM
654
Rialto Wealth Management
New York
$2.69K +$2.76K +15 +750%
PWMG
655
Prestige Wealth Management Group
New Jersey
$2.53K +$1.1K +6 +60%
PF
656
PlanVest Financial
Maryland
$2.53K +$2.94K +16 New
KFI
657
Key Financial Inc
Pennsylvania
$2.38K
BWL
658
Bogart Wealth LLC
Virginia
$2.38K +$184 +1 +7%
HNW
659
High Note Wealth
Minnesota
$2.22K +$920 +5 +56%
CFG
660
Clayton Financial Group
Missouri
$2.06K +$1.47K +8 +160%
OC
661
Oakworth Capital
Alabama
$2.06K
HFS
662
Hughes Financial Services
Virginia
$2.06K +$2.21K +12 +1,200%
PJC
663
Phillip James Consulting
Minnesota
$2K
CAL
664
Capital Advisors Ltd
Ohio
$2K +$920 +5 +71%
SSG
665
Summit Securities Group
New York
$1.9K -$17.5K -95 -89%
DI
666
DAGCO Inc
Ohio
$1.9K -$2.02K -11 -48%
ACM
667
Anfield Capital Management
California
$1.74K
AWM
668
Abound Wealth Management
Tennessee
$1.58K -$184 -1 -9%
TCM
669
TD Capital Management
Tennessee
$1.58K
DAM
670
Delta Asset Management
Tennessee
$1.58K +$1.84K +10 New
TWC
671
TD Waterhouse Canada
Ontario, Canada
$1.55K -$51.9K -282 -97%
GWM
672
Geneos Wealth Management
Colorado
$1.43K
CTB
673
Country Trust Bank
Illinois
$1.27K
EB
674
Eastern Bank
Massachusetts
$1.11K -$22.3K -121 -95%
CIAM
675
Caitong International Asset Management
Hong Kong
$1.11K +$1.29K +7 New