785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
WSFS
676
Wilmington Savings Fund Society
Delaware
$13.1K
MA
677
Montag & Associates
Georgia
$13.1K
SWP
678
Strategic Wealth Partners
Ohio
$13.1K
SL
679
Salomon & Ludwin
Virginia
$13.1K
C
680
Covestor
United Kingdom
$13K
CA
681
CoreCap Advisors
Michigan
$12.9K
SS
682
SBI Securities
Japan
$12.6K
IRAG
683
Investment Research & Advisory Group
Georgia
$12.1K
RA
684
Rise Advisors
New York
$12.1K
GFWA
685
Grey Fox Wealth Advisors
Delaware
$11.8K
RBI
686
Raiffeisen Bank International
Austria
$11.8K
PG
687
Proffitt & Goodson
Tennessee
$11.3K
HI
688
Harbour Investments
Wisconsin
$11K
AP
689
Aspect Partners
Virginia
$11K
PWA
690
Physician Wealth Advisors
Utah
$10.8K
GCM
691
Gables Capital Management
Florida
$10.3K
EB
692
Eastern Bank
Massachusetts
$9.99K
IP
693
Isthmus Partners
Wisconsin
$9.35K
MEG
694
Millstone Evans Group
Colorado
$9.2K
MFC
695
Mechanics Financial Corp
Ohio
$9.2K
PWMG
696
Private Wealth Management Group
New Jersey
$8.94K
RTL
697
Red Tortoise LLC
Georgia
$8.94K
APM
698
Advanced Portfolio Management
New York
$8.94K
RFP
699
Root Financial Partners
California
$8.68K
BDPWM
700
Barnes Dennig Private Wealth Management
Ohio
$8.68K