889 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 373 increasing their positions, 322 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
676
Mission Wealth Management
California
$234K
SWP
677
Sagespring Wealth Partners
Tennessee
$234K
CAM
678
Creekmur Asset Management
Illinois
$233K
FFA
679
Florida Financial Advisors
Florida
$232K
UB
680
UMB Bank
Missouri
$231K
AWM
681
Adams Wealth Management
Utah
$231K
CI
682
CacheTech Inc
Utah
$231K
SOW
683
State of Wyoming
Wyoming
$231K
OWP
684
ORG Wealth Partners
Texas
$230K
PCIA
685
Prime Capital Investment Advisors
Kansas
$227K
OC
686
Oarsman Capital
Wisconsin
$226K
Envestnet Portfolio Solutions
687
Envestnet Portfolio Solutions
Illinois
$224K
FFG
688
Fortem Financial Group
California
$224K
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$221K
SRC
690
Shufro Rose & Co
New York
$220K
AssetMark Inc
691
AssetMark Inc
California
$218K
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$218K
DOA
693
D'Orazio & Associates
Virginia
$217K
OCBCO
694
Oversea-Chinese Banking Corp (OCBC)
Singapore
$215K
Jacobs Levy Equity Management
695
Jacobs Levy Equity Management
New Jersey
$214K
PFM
696
Patton Fund Management
Texas
$214K
JJBC
697
James J. Burns & Company
New York
$213K
FMLI
698
Fukoku Mutual Life Insurance
Japan
$210K
HCM
699
Howard Capital Management
Georgia
$210K
CPA
700
Court Place Advisors
Maryland
$210K