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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
676
Bartlett & Co Wealth Management
Ohio
$24.5K -$3.85K -16 -14%
Kayne Anderson Rudnick Investment Management
677
Kayne Anderson Rudnick Investment Management
California
$22.9K -$35.9M -149,022 -100%
FFO
678
Fortitude Family Office
Arizona
$22.7K +$2.65K +11 +14%
WBC
679
West Branch Capital
Massachusetts
$21.4K
SFG
680
Strive Financial Group
Indiana
$21.4K +$20.5K +85 New
CMP
681
Coston McIsaac & Partners
Maine
$21K -$2.17K -9 -10%
SS
682
SBI Securities
Japan
$20.7K +$8.18K +34 +71%
CIAS
683
CBIZ Investment Advisory Services
Ohio
$18.9K +$11.3K +47 +168%
SFAM
684
Sawyer Falduto Asset Management
Illinois
$18.9K +$18.1K +75 New
RAM
685
Reflection Asset Management
South Carolina
$18.4K +$17.6K +73 New
SL
686
Salomon & Ludwin
Virginia
$18.2K +$6.02K +25 +49%
IAIM
687
International Assets Investment Management
Florida
$17.7K +$16.8K +70 New
GKIM
688
GW&K Investment Management
Massachusetts
$17K -$1.2K -5 -7%
ST
689
Smithfield Trust
Pennsylvania
$17K
CA
690
CoreCap Advisors
Michigan
$16.4K +$3.85K +16 +33%
WETS
691
Wealth Enhancement Trust Services
South Dakota
$16.1K +$15.4K +64 New
VIS
692
Vega Investment Solutions
France
$15.9K +$15.2K +63 New
JWA
693
JFS Wealth Advisors
Pennsylvania
$15.6K +$2.17K +9 +17%
PWMG
694
Private Wealth Management Group
New Jersey
$15.6K +$6.74K +28 +82%
KFAS
695
Keating Financial Advisory Services
Kansas
$15.4K +$14.7K +61 New
MA
696
MCF Advisors
Kentucky
$15.1K
TCOV
697
Trust Company of Vermont
Vermont
$15.1K
FFA
698
Frazier Financial Advisors
Ohio
$14.9K
CT
699
Colonial Trust
South Carolina
$14.5K -$963 -4 -6%
MWPCG
700
Measured Wealth Private Client Group
New Hampshire
$14.1K