939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
676
Summit Financial
New Jersey
$293K +$1.45K +3 +0.5%
CG
677
Cynosure Group
Utah
$292K -$88.2K -182 -23%
GA
678
Geller Advisors
New York
$291K -$8.72K -18 -3%
RS
679
R Squared
Hong Kong
$291K +$291K +600 New
CAAS
680
Capital Asset Advisory Services
Michigan
$287K -$16.5K -34 -5%
OWA
681
One Wealth Advisors
California
$286K
AWM
682
Axxcess Wealth Management
California
$286K -$16.5K -34 -5%
LSAG
683
Lake Street Advisors Group
New Hampshire
$286K -$6.3K -13 -2%
FCG
684
Fielder Capital Group
Tennessee
$284K -$969 -2 -0.3%
SCA
685
Summit Creek Advisors
Minnesota
$282K
SWP
686
Sagespring Wealth Partners
Tennessee
$282K +$282K +583 New
JFGIW
687
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$280K +$29.3K +54 +12%
AF
688
Allworth Financial
California
$279K -$32K -61 -10%
FFA
689
Florida Financial Advisors
Florida
$275K +$29.1K +60 +12%
PPWP
690
Premier Path Wealth Partners
New Jersey
$274K +$8.73K +18 +3%
AFG
691
Atomi Financial Group
New York
$274K +$52.3K +108 +24%
NEI
692
Northwest & Ethical Investments
Ontario, Canada
$271K
MA
693
Mutual Advisors
Nebraska
$270K -$7.17K -14 -3%
UB
694
UMB Bank
Missouri
$268K +$15K +31 +6%
LCWP
695
Legacy Capital Wealth Partners
Arkansas
$265K +$265K +547 New
PCM
696
Penserra Capital Management
California
$263K +$89.6K +186 +52%
OC
697
Oarsman Capital
Wisconsin
$260K
DOA
698
D'Orazio & Associates
Virginia
$260K -$484 -1 -0.2%
JJBC
699
James J. Burns & Company
New York
$256K
IFS
700
Ifrah Financial Services
Arkansas
$256K -$14.5K -30 -5%