778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
676
Investment Research & Advisory Group
Georgia
$12.1K
RA
677
Rise Advisors
New York
$12.1K
GFWA
678
Grey Fox Wealth Advisors
Delaware
$11.8K
RBI
679
Raiffeisen Bank International
Austria
$11.8K
PG
680
Proffitt & Goodson
Tennessee
$11.3K
HI
681
Harbour Investments
Wisconsin
$11K
AP
682
Aspect Partners
Virginia
$11K
PWA
683
Physician Wealth Advisors
Utah
$10.8K
GCM
684
Gables Capital Management
Florida
$10.3K
EB
685
Eastern Bank
Massachusetts
$9.99K
IP
686
Isthmus Partners
Wisconsin
$9.35K
MFC
687
Mechanics Financial Corp
Ohio
$9.2K
MEG
688
Millstone Evans Group
Colorado
$9.2K
PWMG
689
Private Wealth Management Group
New Jersey
$8.94K
RTL
690
Red Tortoise LLC
Georgia
$8.94K
APM
691
Advanced Portfolio Management
New York
$8.94K
RFP
692
Root Financial Partners
California
$8.68K
BDPWM
693
Barnes Dennig Private Wealth Management
Ohio
$8.68K
CT
694
Clearstead Trust
Maine
$8.15K
CJ
695
Caitlin John
Michigan
$8.15K
JWM
696
JPL Wealth Management
Colorado
$7.89K
HHGA
697
Halbert Hargrove Global Advisors
California
$7.62K
CIAS
698
CBIZ Investment Advisory Services
Ohio
$7.36K
AAG
699
Armstrong Advisory Group
Massachusetts
$6.31K
AWM
700
Abound Wealth Management
Tennessee
$6.31K