799 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, 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:

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: 319

Holders
799
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
CIAS
676
CBIZ Investment Advisory Services
Ohio
$18.9K
SFAM
677
Sawyer Falduto Asset Management
Illinois
$18.9K
SL
678
Salomon & Ludwin
Virginia
$18.2K
IAIM
679
International Assets Investment Management
Florida
$17.7K
GKIM
680
GW&K Investment Management
Massachusetts
$17K
ST
681
Smithfield Trust
Pennsylvania
$17K
CA
682
CoreCap Advisors
Michigan
$16.4K
WETS
683
Wealth Enhancement Trust Services
South Dakota
$16.1K
VIS
684
Vega Investment Solutions
France
$15.9K
JWA
685
JFS Wealth Advisors
Pennsylvania
$15.6K
PWMG
686
Private Wealth Management Group
New Jersey
$15.6K
KFAS
687
Keating Financial Advisory Services
Kansas
$15.4K
MA
688
MCF Advisors
Kentucky
$15.1K
TCOV
689
Trust Company of Vermont
Vermont
$15.1K
FFA
690
Frazier Financial Advisors
Ohio
$14.9K
CT
691
Colonial Trust
South Carolina
$14.5K
MWPCG
692
Measured Wealth Private Client Group
New Hampshire
$14.1K
FMII
693
Farmers & Merchants Investments Inc
Nebraska
$13.6K
C
694
Covestor
United Kingdom
$13K
MA
695
Montag & Associates
Georgia
$12.6K
HI
696
Harbour Investments
Wisconsin
$11.9K
RBI
697
Raiffeisen Bank International
Austria
$11.5K
MCM
698
MV Capital Management
Maryland
$11.4K
CCM
699
Chilton Capital Management
Texas
$11.4K
WSFS
700
Wilmington Savings Fund Society
Delaware
$11.4K