798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFAM
676
Sawyer Falduto Asset Management
Illinois
$18.9K
SL
677
Salomon & Ludwin
Virginia
$18.2K
IAIM
678
International Assets Investment Management
Florida
$17.7K
GKIM
679
GW&K Investment Management
Massachusetts
$17K
ST
680
Smithfield Trust
Pennsylvania
$17K
CA
681
CoreCap Advisors
Michigan
$16.4K
WETS
682
Wealth Enhancement Trust Services
South Dakota
$16.1K
VIS
683
Vega Investment Solutions
France
$15.9K
JWA
684
JFS Wealth Advisors
Pennsylvania
$15.6K
PWMG
685
Private Wealth Management Group
New Jersey
$15.6K
KFAS
686
Keating Financial Advisory Services
Kansas
$15.4K
MA
687
MCF Advisors
Kentucky
$15.1K
TCOV
688
Trust Company of Vermont
Vermont
$15.1K
FFA
689
Frazier Financial Advisors
Ohio
$14.9K
CT
690
Colonial Trust
South Carolina
$14.5K
MWPCG
691
Measured Wealth Private Client Group
New Hampshire
$14.1K
FMII
692
Farmers & Merchants Investments Inc
Nebraska
$13.6K
C
693
Covestor
United Kingdom
$13K
MA
694
Montag & Associates
Georgia
$12.6K
HI
695
Harbour Investments
Wisconsin
$11.9K
RBI
696
Raiffeisen Bank International
Austria
$11.5K
MCM
697
MV Capital Management
Maryland
$11.4K
CCM
698
Chilton Capital Management
Texas
$11.4K
WSFS
699
Wilmington Savings Fund Society
Delaware
$11.4K
IRAG
700
Investment Research & Advisory Group
Georgia
$11.4K