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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
701
Portus Wealth Advisors
North Carolina
$475 +$552 +3 New
WSFG
702
Wall Street Financial Group
Illinois
$475 +$552 +3 New
FHC
703
First Horizon Corporation
Tennessee
$317 -$920 -5 -71%
DF
704
Dunhill Financial
United Kingdom
$208 -$184 -1 -50%
DPW
705
DiNuzzo Private Wealth
Pennsylvania
$159 -$552 -3 -75%
RWS
706
Retirement Wealth Solutions
Wisconsin
$159 -$184 -1 -50%
DF
707
DecisionPoint Financial
Arizona
$159
IW
708
Imprint Wealth
South Carolina
$158
WA
709
WestEnd Advisors
North Carolina
$158
CW
710
Curio Wealth
Maryland
$158 +$184 +1 New
NF
711
Napier Financial
Massachusetts
$158 +$184 +1 New
WA
712
Whipplewood Advisors
Colorado
$158 +$184 +1 New
JSC
713
J. Stern & Co
United Kingdom
-$1.54B -1,536,890 Closed
SGA
714
Sustainable Growth Advisers
Connecticut
-$314M -1,243,148 Closed
Norges Bank
715
Norges Bank
Norway
-$300M -1,187,473 Closed
Qube Research & Technologies (QRT)
716
Qube Research & Technologies (QRT)
United Kingdom
-$89.9M -356,345 Closed
NC
717
NZS Capital
Colorado
-$76M -301,284 Closed
Alyeska Investment Group
718
Alyeska Investment Group
Illinois
-$31.1M -123,144 Closed
AAF
719
Andra AP-fonden
Sweden
-$30.8M -121,920 Closed
Two Sigma Advisers
720
Two Sigma Advisers
New York
-$28.7M -113,820 Closed
UC
721
Unio Capital
New Jersey
-$24.8M -98,185 Closed
RG
722
Renaissance Group
Kentucky
-$23.8M -94,519 Closed
MIF
723
Mediolanum International Funds
Ireland
-$22.4M -88,159 Closed
CII
724
Capital International Inc
California
-$15.2M -60,267 Closed
Capital Fund Management (CFM)
725
Capital Fund Management (CFM)
France
-$14.2M -56,248 Closed