791 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 220 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
791
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
RTL
701
Red Tortoise LLC
Georgia
$8.94K
APM
702
Advanced Portfolio Management
New York
$8.94K
RFP
703
Root Financial Partners
California
$8.68K
BDPWM
704
Barnes Dennig Private Wealth Management
Ohio
$8.68K
CT
705
Clearstead Trust
Maine
$8.15K
CJ
706
Caitlin John
Michigan
$8.15K
JWM
707
JPL Wealth Management
Colorado
$7.89K
HHGA
708
Halbert Hargrove Global Advisors
California
$7.62K
CIAS
709
CBIZ Investment Advisory Services
Ohio
$7.36K
AAG
710
Armstrong Advisory Group
Massachusetts
$6.31K
AWM
711
Abound Wealth Management
Tennessee
$6.31K
EWP
712
Elevation Wealth Partners
California
$6.05K
Group One Trading
713
Group One Trading
Illinois
$6.05K
AW
714
Avion Wealth
Texas
$6K
CB
715
CNB Bank
Pennsylvania
$5.78K
AG
716
AmeriFlex Group
Nevada
$5.78K
RF
717
Robbins Farley
New Hampshire
$5.26K
TC
718
Truvestments Capital
Florida
$5.26K
IW
719
Imprint Wealth
South Carolina
$5.26K
LFG
720
Larson Financial Group
Missouri
$5K
MCM
721
Manchester Capital Management
Vermont
$5K
BGAI
722
Bruce G. Allen Investments
Colorado
$4.73K
HNW
723
High Note Wealth
Minnesota
$4.73K
GLF
724
Groupe la Francaise
France
$4.23K
HHMI
725
Howard Hughes Medical Institute
Maryland
$4.21K