883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AIFAIM
701
American Institute for Advanced Investment Management
Arizona
$202K
LS
702
Livforsakringsbolaget Skandia
Sweden
$202K
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K -$145K -359 -42%
TWM
704
Tradition Wealth Management
Minnesota
$201K +$404 +1 +0.2%
Fidelity International
705
Fidelity International
Bermuda
$195K -$6.29M -15,561 -97%
CI
706
CX Institutional
Indiana
$186K -$130K -322 -41%
Group One Trading
707
Group One Trading
Illinois
$171K -$19K -47 -10%
PCM
708
Penserra Capital Management
California
$165K +$18.1K +45 +12%
QL
709
Quarry LP
New York
$165K -$131K -324 -44%
BOTPPF
710
Board of the Pension Protection Fund
United Kingdom
$162K -$606K -1,500 -79%
BC
711
Belmont Capital
California
$159K +$159K +393 New
PTC
712
Private Trust Company
Ohio
$142K -$807 -2 -0.6%
SS
713
Sunbelt Securities
Texas
$137K -$9.69K -20 -7%
BTI
714
Blue Trust Inc
Georgia
$125K -$17K -42 -12%
CTC
715
Central Trust Company
Missouri
$123K -$18.2K -45 -13%
SC
716
Steph & Co
Wisconsin
$121K +$121K +299 New
EPW
717
Evergreen Private Wealth
Colorado
$115K -$18.6K -46 -14%
OAJ
718
Ogorek Anthony Joseph
New York
$113K -$401 -1 -0.4%
CFO
719
CVA Family Office
Colorado
$108K +$4.45K +11 +4%
GM
720
GeoWealth Management
Illinois
$103K +$6.47K +16 +7%
WT
721
Whittier Trust
California
$100K -$38.4K -95 -28%
HAI
722
Hennessy Advisors Inc
California
$98.2K +$98.2K +243 New
TPCW
723
TD Private Client Wealth
New York
$96.2K -$1.09M -2,704 -92%
ZBNA
724
Zions Bancorporation, National Association
Utah
$96.2K -$28.3K -70 -23%
MSE
725
MUFG Securities EMEA
United Kingdom
$91.4K +$91.4K +226 New