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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$13.6K
C
702
Covestor
United Kingdom
$13K +$722 +3 +6%
MA
703
Montag & Associates
Georgia
$12.6K
SWP
704
Strategic Wealth Partners
Ohio
$12.6K
HI
705
Harbour Investments
Wisconsin
$11.9K +$1.2K +5 +12%
RBI
706
Raiffeisen Bank International
Austria
$11.5K
MCM
707
MV Capital Management
Maryland
$11.4K -$12.3K -51 -53%
CCM
708
Chilton Capital Management
Texas
$11.4K -$10.6K -44 -49%
WSFS
709
Wilmington Savings Fund Society
Delaware
$11.4K -$1.2K -5 -10%
IRAG
710
Investment Research & Advisory Group
Georgia
$11.4K
AA
711
Addison Advisors
Vermont
$11.1K -$3.61K -15 -25%
MCM
712
Manchester Capital Management
Vermont
$10.8K +$5.78K +24 +126%
CTC
713
Central Trust Company
Missouri
$10.6K -$54.2K -225 -84%
AP
714
Aspect Partners
Virginia
$10.6K
WA
715
WPG Advisers
Maryland
$10.3K -$6.5K -27 -40%
HIA
716
Harbor Investment Advisory
Maryland
$10.1K -$8.9K -37 -48%
BCM
717
Boreal Capital Management
Florida
$9.59K
BGAI
718
Bruce G. Allen Investments
Colorado
$9.59K +$4.81K +20 +111%
RFP
719
Root Financial Partners
California
$9.08K +$722 +3 +9%
POIA
720
Pin Oak Investment Advisors
Texas
$9K
MIFH
721
Migdal Insurance & Financial Holdings
Israel
$9K +$8.66K +36 New
MFC
722
Mechanics Financial Corp
Ohio
$8.83K
MEG
723
Millstone Evans Group
Colorado
$8.83K
RTL
724
Red Tortoise LLC
Georgia
$8.58K
EWP
725
Elevation Wealth Partners
California
$8.07K +$2.17K +9 +39%