798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 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:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
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
AA
701
Addison Advisors
Vermont
$11.1K
MCM
702
Manchester Capital Management
Vermont
$10.8K
CTC
703
Central Trust Company
Missouri
$10.6K
AP
704
Aspect Partners
Virginia
$10.6K
WA
705
WPG Advisers
Maryland
$10.3K
HIA
706
Harbor Investment Advisory
Maryland
$10.1K
BCM
707
Boreal Capital Management
Florida
$9.59K
BGAI
708
Bruce G. Allen Investments
Colorado
$9.59K
RFP
709
Root Financial Partners
California
$9.08K
POIA
710
Pin Oak Investment Advisors
Texas
$9K
MIFH
711
Migdal Insurance & Financial Holdings
Israel
$9K
MFC
712
Mechanics Financial Corp
Ohio
$8.83K
MEG
713
Millstone Evans Group
Colorado
$8.83K
RTL
714
Red Tortoise LLC
Georgia
$8.58K
EWP
715
Elevation Wealth Partners
California
$8.07K
MPW
716
MASECO Private Wealth
$7.82K
MFP
717
Meramec Financial Planners
Missouri
$7.35K
CPG
718
Cornerstone Planning Group
New Jersey
$7K
FAMI
719
Fideuram Asset Management (Ireland)
$6.37K
DI
720
DAGCO Inc
Ohio
$5.8K
CB
721
CNB Bank
Pennsylvania
$5.55K
MGI
722
Miller Global Investments
Texas
$5.55K
PG
723
Proffitt & Goodson
Tennessee
$5.05K
RF
724
Robbins Farley
New Hampshire
$5.05K
FC
725
Financial Consulate
Maryland
$5.05K