790 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 219 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: 219

Holders
790
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
JWA
676
JFS Wealth Advisors
Pennsylvania
$13.9K
ANBT
677
American National Bank & Trust
Texas
$13.9K
WSFS
678
Wilmington Savings Fund Society
Delaware
$13.1K
MA
679
Montag & Associates
Georgia
$13.1K
SWP
680
Strategic Wealth Partners
Ohio
$13.1K
SL
681
Salomon & Ludwin
Virginia
$13.1K
C
682
Covestor
United Kingdom
$13K
CA
683
CoreCap Advisors
Michigan
$12.9K
SS
684
SBI Securities
Japan
$12.6K
IRAG
685
Investment Research & Advisory Group
Georgia
$12.1K
RA
686
Rise Advisors
New York
$12.1K
GFWA
687
Grey Fox Wealth Advisors
Delaware
$11.8K
RBI
688
Raiffeisen Bank International
Austria
$11.8K
PG
689
Proffitt & Goodson
Tennessee
$11.3K
HI
690
Harbour Investments
Wisconsin
$11K
AP
691
Aspect Partners
Virginia
$11K
PWA
692
Physician Wealth Advisors
Utah
$10.8K
GCM
693
Gables Capital Management
Florida
$10.3K
BCM
694
Boreal Capital Management
Florida
$9.99K
EB
695
Eastern Bank
Massachusetts
$9.99K
IP
696
Isthmus Partners
Wisconsin
$9.35K
MFC
697
Mechanics Financial Corp
Ohio
$9.2K
MEG
698
Millstone Evans Group
Colorado
$9.2K
PWMG
699
Private Wealth Management Group
New Jersey
$8.94K
RTL
700
Red Tortoise LLC
Georgia
$8.94K