791 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 220 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
791
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
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$14.2K
JWA
677
JFS Wealth Advisors
Pennsylvania
$13.9K
ANBT
678
American National Bank & Trust
Texas
$13.9K
WSFS
679
Wilmington Savings Fund Society
Delaware
$13.1K
MA
680
Montag & Associates
Georgia
$13.1K
SWP
681
Strategic Wealth Partners
Ohio
$13.1K
SL
682
Salomon & Ludwin
Virginia
$13.1K
C
683
Covestor
United Kingdom
$13K
CA
684
CoreCap Advisors
Michigan
$12.9K
SS
685
SBI Securities
Japan
$12.6K
IRAG
686
Investment Research & Advisory Group
Georgia
$12.1K
RA
687
Rise Advisors
New York
$12.1K
GFWA
688
Grey Fox Wealth Advisors
Delaware
$11.8K
RBI
689
Raiffeisen Bank International
Austria
$11.8K
PG
690
Proffitt & Goodson
Tennessee
$11.3K
HI
691
Harbour Investments
Wisconsin
$11K
AP
692
Aspect Partners
Virginia
$11K
PWA
693
Physician Wealth Advisors
Utah
$10.8K
GCM
694
Gables Capital Management
Florida
$10.3K
EB
695
Eastern Bank
Massachusetts
$9.99K
BCM
696
Boreal Capital Management
Florida
$9.99K
IP
697
Isthmus Partners
Wisconsin
$9.35K
MEG
698
Millstone Evans Group
Colorado
$9.2K
MFC
699
Mechanics Financial Corp
Ohio
$9.2K
PWMG
700
Private Wealth Management Group
New Jersey
$8.94K