778 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, 245 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
778
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
EWP
701
Elevation Wealth Partners
California
$6.05K
Group One Trading
702
Group One Trading
Illinois
$6.05K
AW
703
Avion Wealth
Texas
$6K
CB
704
CNB Bank
Pennsylvania
$5.78K
AG
705
AmeriFlex Group
Nevada
$5.78K
RF
706
Robbins Farley
New Hampshire
$5.26K
TC
707
Truvestments Capital
Florida
$5.26K
IW
708
Imprint Wealth
South Carolina
$5.26K
LFG
709
Larson Financial Group
Missouri
$5K
MCM
710
Manchester Capital Management
Vermont
$5K
BGAI
711
Bruce G. Allen Investments
Colorado
$4.73K
HNW
712
High Note Wealth
Minnesota
$4.73K
GLF
713
Groupe la Francaise
France
$4.23K
LI
714
LRI Investments
Florida
$4.21K
HHMI
715
Howard Hughes Medical Institute
Maryland
$4.21K
PAM
716
Palisade Asset Management
Minnesota
$4.21K
KFI
717
Key Financial Inc
Pennsylvania
$4.02K
CAL
718
Capital Advisors Ltd
Ohio
$4K
JGIA
719
Jackson Grant Investment Advisers
Connecticut
$3.94K
SC
720
SouthState Corp
Florida
$3.68K
BWL
721
Bogart Wealth LLC
Virginia
$3.68K
TCM
722
TruNorth Capital Management
Michigan
$3.68K
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$3.52K
OC
724
Oakworth Capital
Alabama
$3.42K
FPF
725
First Pacific Financial
Washington
$3.15K