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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
676
Valley National Advisers
Pennsylvania
$1K +$1.84K +10 New
FFO
677
Fortitude Family Office
Arizona
$950 -$15.5K -84 -93%
NRG
678
Nemes Rush Group
Michigan
$950
SA
679
Strategic Advocates
Utah
$950
SEP
680
Signature Equity Partners
Ohio
$950 +$736 +4 +200%
AT
681
Arlington Trust
Alabama
$950 +$1.1K +6 New
EC
682
Elequin Capital
New York
$950 +$1.1K +6 New
Kayne Anderson Rudnick Investment Management
683
Kayne Anderson Rudnick Investment Management
California
$792 -$15.6K -85 -94%
HHGA
684
Halbert Hargrove Global Advisors
California
$792
QWM
685
Quaker Wealth Management
New Jersey
$792 +$552 +3 +150%
CWP
686
Clark Wealth Partners
Illinois
$792 +$920 +5 New
TSMHT
687
Thurston Springer Miller Herd & Titak
Indiana
$791
PWMG
688
Private Wealth Management Group
New Jersey
$634 -$10.7K -58 -94%
ACA
689
American Capital Advisory
Idaho
$634
TFM
690
TFC Financial Management
Massachusetts
$634 +$736 +4 New
NSIM
691
North Star Investment Management
Illinois
$633 -$2.58K -14 -78%
CJ
692
Caitlin John
Michigan
$633 +$184 +1 +33%
SIM
693
Synergy Investment Management
Florida
$633 +$736 +4 New
T
694
Tidemark
California
$633 +$736 +4 New
BIM
695
Breakwater Investment Management
Washington
$476 +$184 +1 +50%
NWS
696
Nvest Wealth Strategies
Ohio
$476 +$552 +3 New
BHWM
697
Bay Harbor Wealth Management
Maryland
$475
ECA
698
Elevated Capital Advisors
Utah
$475
FCAS
699
First Command Advisory Services
Texas
$475
GSWM
700
Golden State Wealth Management
California
$475