883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-26
Holders Change %
-2.86%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
97
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
726
Hanson & Doremus Investment Management
Vermont
$91K -$30.3K -75 -25%
SIM
727
Sentry Investment Management
Wisconsin
$91K
AF
728
Advisornet Financial
Minnesota
$87.3K -$10.5K -26 -11%
CI Investments Inc
729
CI Investments Inc
Ontario, Canada
$85K -$2.42K -6 -3%
OIAM
730
OFI Invest Asset Management
France
$84.7K -$2.31M -6,701 -96%
OL
731
OneFund LLC
Florida
$83K +$83K +205 New
RIL
732
Rothschild Investment LLC
Illinois
$78K -$10.9K -27 -12%
RDFA
733
Ritter Daniher Financial Advisory
Ohio
$76.8K
CH
734
Cromwell Holdings
Wyoming
$75.6K -$16.6K -41 -18%
TFIPS
735
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.8K +$22.2K +55 +44%
BCWM
736
Bartlett & Co Wealth Management
Ohio
$67.9K +$404 +1 +0.6%
CFD
737
Creative Financial Designs
Indiana
$67.5K -$1.21K -3 -2%
TIM
738
Tortoise Investment Management
New York
$65.1K +$1.62K +4 +3%
PFBT
739
Parkside Financial Bank & Trust
Missouri
$55.8K -$7.68K -19 -12%
BIA
740
Bell Investment Advisors
California
$52.1K +$1.21K +3 +2%
AAP
741
Arax Advisory Partners
Colorado
$52.1K +$34K +62 +188%
OWA
742
Opal Wealth Advisors
New York
$50.5K -$102K -253 -67%
Walleye Capital
743
Walleye Capital
New York
$48.9K -$404K -999 -89%
OCM
744
Osterweis Capital Management
California
$48.1K +$48.1K +119 New
GRP
745
Global Retirement Partners
California
$48.1K +$48.1K +119 New
POIA
746
Pin Oak Investment Advisors
Texas
$48K
PC
747
Promus Capital
Illinois
$47.7K
CCM
748
Chilton Capital Management
Texas
$47.3K +$47.3K +117 New
GKIM
749
GW&K Investment Management
Massachusetts
$46K
AGWCA
750
Annis Gardner Whiting Capital Advisors
Florida
$44.5K +$23K +57 +108%