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, 250 increasing their positions, 313 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
CT
701
Clearstead Trust
Maine
$8.15K
CJ
702
Caitlin John
Michigan
$8.15K
JWM
703
JPL Wealth Management
Colorado
$7.89K
HHGA
704
Halbert Hargrove Global Advisors
California
$7.62K
CIAS
705
CBIZ Investment Advisory Services
Ohio
$7.36K
AAG
706
Armstrong Advisory Group
Massachusetts
$6.31K
AWM
707
Abound Wealth Management
Tennessee
$6.31K
EWP
708
Elevation Wealth Partners
California
$6.05K
Group One Trading
709
Group One Trading
Illinois
$6.05K
AW
710
Avion Wealth
Texas
$6K
CB
711
CNB Bank
Pennsylvania
$5.78K
AG
712
AmeriFlex Group
Nevada
$5.78K
RF
713
Robbins Farley
New Hampshire
$5.26K
TC
714
Truvestments Capital
Florida
$5.26K
IW
715
Imprint Wealth
South Carolina
$5.26K
LFG
716
Larson Financial Group
Missouri
$5K
MCM
717
Manchester Capital Management
Vermont
$5K
BGAI
718
Bruce G. Allen Investments
Colorado
$4.73K
HNW
719
High Note Wealth
Minnesota
$4.73K
GLF
720
Groupe la Francaise
France
$4.23K
HHMI
721
Howard Hughes Medical Institute
Maryland
$4.21K
LI
722
LRI Investments
Florida
$4.21K
PAM
723
Palisade Asset Management
Minnesota
$4.21K
KFI
724
Key Financial Inc
Pennsylvania
$4.02K
CAL
725
Capital Advisors Ltd
Ohio
$4K