883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-26
Holders Change %
-2.86%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
97
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
676
Florida Financial Advisors
Florida
$232K +$37.6K +93 +19%
UB
677
UMB Bank
Missouri
$231K -$17K -42 -7%
SOW
678
State of Wyoming
Wyoming
$231K +$231K +571 New
OWP
679
ORG Wealth Partners
Texas
$230K +$20.3K +50 +10%
PCIA
680
Prime Capital Investment Advisors
Kansas
$227K -$10.1K -25 -4%
OC
681
Oarsman Capital
Wisconsin
$226K +$9.7K +24 +4%
Envestnet Portfolio Solutions
682
Envestnet Portfolio Solutions
Illinois
$224K -$127K -314 -36%
FFG
683
Fortem Financial Group
California
$224K -$565K -1,397 -72%
CSPIA
684
Cary Street Partners Investment Advisory
Virginia
$221K +$4.85K +12 +2%
SRC
685
Shufro Rose & Co
New York
$220K
AssetMark Inc
686
AssetMark Inc
California
$218K -$883K -2,186 -80%
PWPS
687
Pinnacle Wealth Planning Services
Ohio
$218K +$8.49K +21 +4%
DOA
688
D'Orazio & Associates
Virginia
$217K -$404 -1 -0.2%
OCBCO
689
Oversea-Chinese Banking Corp (OCBC)
Singapore
$215K +$215K +532 New
Jacobs Levy Equity Management
690
Jacobs Levy Equity Management
New Jersey
$214K +$214K +530 New
PFM
691
Patton Fund Management
Texas
$214K +$214K +529 New
JJBC
692
James J. Burns & Company
New York
$213K
FMLI
693
Fukoku Mutual Life Insurance
Japan
$210K
HCM
694
Howard Capital Management
Georgia
$210K +$210K +520 New
CPA
695
Court Place Advisors
Maryland
$210K
BIM
696
Bridges Investment Management
Nebraska
$209K +$3.23K +8 +2%
OAM
697
Oxford Asset Management
United Kingdom
$207K -$338K -835 -62%
QC
698
Quent Capital
New York
$207K +$8.89K +22 +4%
CIA
699
Concurrent Investment Advisors
Florida
$204K -$10.1K -25 -5%
PPC
700
Park Place Capital
Alabama
$203K