785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 250 increasing their positions, 313 reducing their positions, and 219 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
JGIA
726
Jackson Grant Investment Advisers
Connecticut
$3.94K
SC
727
SouthState Corp
Florida
$3.68K
BWL
728
Bogart Wealth LLC
Virginia
$3.68K
TCM
729
TruNorth Capital Management
Michigan
$3.68K
DPW
730
DiNuzzo Private Wealth
Pennsylvania
$3.52K
OC
731
Oakworth Capital
Alabama
$3.42K
FPF
732
First Pacific Financial
Washington
$3.15K
DI
733
DAGCO Inc
Ohio
$3.15K
T. Rowe Price Investment Management
734
T. Rowe Price Investment Management
Maryland
$3K
ACM
735
Anfield Capital Management
California
$2.89K
FWM
736
FSA Wealth Management
Massachusetts
$2.89K
MIM
737
MTM Investment Management
South Carolina
$2.89K
TCA
738
Trifecta Capital Advisors
Illinois
$2.89K
GA
739
Guerra Advisors
Florida
$2.89K
TFA
740
Transamerica Financial Advisors
Florida
$2.89K
TCM
741
TD Capital Management
Tennessee
$2.63K
PWMG
742
Prestige Wealth Management Group
New Jersey
$2.63K
MAM
743
Marquette Asset Management
Minnesota
$2.63K
GWM
744
Geneos Wealth Management
Colorado
$2.37K
WA
745
Westfuller Advisors
New York
$2.37K
CTB
746
Country Trust Bank
Illinois
$2.1K
CCM
747
Cloud Capital Management
Washington
$2K
AGWCA
748
Annis Gardner Whiting Capital Advisors
Florida
$1.58K
PGAM
749
Princeton Global Asset Management
New Jersey
$1.58K
SC
750
Solstein Capital
California
$1.58K