892 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, 374 increasing their positions, 324 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: $30.4B → $29.7B (-$628M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 914892 (-22)

Holders
892
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
LCWP
676
Legacy Capital Wealth Partners
Arkansas
$235K
GCM
677
Gallacher Capital Management
Colorado
$235K
MWM
678
Mission Wealth Management
California
$234K
SWP
679
Sagespring Wealth Partners
Tennessee
$234K
CAM
680
Creekmur Asset Management
Illinois
$233K
FFA
681
Florida Financial Advisors
Florida
$232K
UB
682
UMB Bank
Missouri
$231K
CI
683
CacheTech Inc
Utah
$231K
AWM
684
Adams Wealth Management
Utah
$231K
SOW
685
State of Wyoming
Wyoming
$231K
OWP
686
ORG Wealth Partners
Texas
$230K
PCIA
687
Prime Capital Investment Advisors
Kansas
$227K
OC
688
Oarsman Capital
Wisconsin
$226K
Envestnet Portfolio Solutions
689
Envestnet Portfolio Solutions
Illinois
$224K
FFG
690
Fortem Financial Group
California
$224K
CSPIA
691
Cary Street Partners Investment Advisory
Virginia
$221K
SRC
692
Shufro Rose & Co
New York
$220K
AssetMark Inc
693
AssetMark Inc
California
$218K
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$218K
DOA
695
D'Orazio & Associates
Virginia
$217K
OCBCO
696
Oversea-Chinese Banking Corp (OCBC)
Singapore
$215K
Jacobs Levy Equity Management
697
Jacobs Levy Equity Management
New Jersey
$214K
PFM
698
Patton Fund Management
Texas
$214K
JJBC
699
James J. Burns & Company
New York
$213K
FMLI
700
Fukoku Mutual Life Insurance
Japan
$210K