779 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 217 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)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
779
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
SS
676
SBI Securities
Japan
$12.6K
IRAG
677
Investment Research & Advisory Group
Georgia
$12.1K
RA
678
Rise Advisors
New York
$12.1K
GFWA
679
Grey Fox Wealth Advisors
Delaware
$11.8K
RBI
680
Raiffeisen Bank International
Austria
$11.8K
PG
681
Proffitt & Goodson
Tennessee
$11.3K
HI
682
Harbour Investments
Wisconsin
$11K
AP
683
Aspect Partners
Virginia
$11K
PWA
684
Physician Wealth Advisors
Utah
$10.8K
GCM
685
Gables Capital Management
Florida
$10.3K
EB
686
Eastern Bank
Massachusetts
$9.99K
IP
687
Isthmus Partners
Wisconsin
$9.35K
MFC
688
Mechanics Financial Corp
Ohio
$9.2K
MEG
689
Millstone Evans Group
Colorado
$9.2K
PWMG
690
Private Wealth Management Group
New Jersey
$8.94K
RTL
691
Red Tortoise LLC
Georgia
$8.94K
APM
692
Advanced Portfolio Management
New York
$8.94K
RFP
693
Root Financial Partners
California
$8.68K
BDPWM
694
Barnes Dennig Private Wealth Management
Ohio
$8.68K
CT
695
Clearstead Trust
Maine
$8.15K
CJ
696
Caitlin John
Michigan
$8.15K
JWM
697
JPL Wealth Management
Colorado
$7.89K
HHGA
698
Halbert Hargrove Global Advisors
California
$7.62K
CIAS
699
CBIZ Investment Advisory Services
Ohio
$7.36K
AAG
700
Armstrong Advisory Group
Massachusetts
$6.31K