939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
701
Shufro Rose & Co
New York
$254K -$166K -343 -40%
CPIG
702
Chicago Partners Investment Group
Illinois
$253K -$21.8K -44 -8%
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$253K -$77K -159 -23%
FMLI
704
Fukoku Mutual Life Insurance
Japan
$252K
CPA
705
Court Place Advisors
Maryland
$251K
OFS
706
OneAscent Financial Services
Alabama
$251K +$251K +518 New
BFG
707
Berger Financial Group
Minnesota
$250K -$4.36K -9 -2%
GWP
708
Gen-Wealth Partners
Michigan
$250K +$6.3K +13 +3%
MMA
709
Miracle Mile Advisors
California
$250K -$16K -33 -6%
KP
710
Keel Point
Alabama
$249K +$13.1K +27 +6%
MOS
711
MGO One Seven
Ohio
$248K +$4.85K +10 +2%
CSA
712
Cornerstone Select Advisors
Missouri
$247K +$247K +510 New
OWP
713
ORG Wealth Partners
Texas
$247K -$62.5K -129 -20%
MWM
714
MGB Wealth Management
Texas
$247K +$247K +509 New
PCIA
715
Prime Capital Investment Advisors
Kansas
$247K +$969 +2 +0.4%
ORG
716
Optimist Retirement Group
Washington
$246K +$5.33K +11 +2%
Jones Financial Companies
717
Jones Financial Companies
Missouri
$245K +$149K +307 +154%
LS
718
Livforsakringsbolaget Skandia
Sweden
$242K -$48.4K -100 -17%
PPC
719
Park Place Capital
Alabama
$242K
AIFAIM
720
American Institute for Advanced Investment Management
Arizona
$242K
QC
721
Quent Capital
New York
$242K +$1.94K +4 +0.8%
CSPIA
722
Cary Street Partners Investment Advisory
Virginia
$240K -$20.8K -43 -8%
TWM
723
Tradition Wealth Management
Minnesota
$240K
MCM
724
Mitchell Capital Management
Kansas
$238K
SCM
725
Spreng Capital Management
Ohio
$237K