809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
701
Strategic Wealth Partners
Ohio
$12.6K
MA
702
Montag & Associates
Georgia
$12.6K
HI
703
Harbour Investments
Wisconsin
$11.9K
RBI
704
Raiffeisen Bank International
Austria
$11.5K
MCM
705
MV Capital Management
Maryland
$11.4K
CCM
706
Chilton Capital Management
Texas
$11.4K
WSFS
707
Wilmington Savings Fund Society
Delaware
$11.4K
IRAG
708
Investment Research & Advisory Group
Georgia
$11.4K
AA
709
Addison Advisors
Vermont
$11.1K
MCM
710
Manchester Capital Management
Vermont
$10.8K
CTC
711
Central Trust Company
Missouri
$10.6K
AP
712
Aspect Partners
Virginia
$10.6K
WA
713
WPG Advisers
Maryland
$10.3K
HIA
714
Harbor Investment Advisory
Maryland
$10.1K
BCM
715
Boreal Capital Management
Florida
$9.59K
BGAI
716
Bruce G. Allen Investments
Colorado
$9.59K
RFP
717
Root Financial Partners
California
$9.08K
POIA
718
Pin Oak Investment Advisors
Texas
$9K
MIFH
719
Migdal Insurance & Financial Holdings
Israel
$9K
MFC
720
Mechanics Financial Corp
Ohio
$8.83K
MEG
721
Millstone Evans Group
Colorado
$8.83K
RTL
722
Red Tortoise LLC
Georgia
$8.58K
EWP
723
Elevation Wealth Partners
California
$8.07K
MPW
724
MASECO Private Wealth
$7.82K
MFP
725
Meramec Financial Planners
Missouri
$7.35K