778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 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)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
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
DI
726
DAGCO Inc
Ohio
$3.15K
T. Rowe Price Investment Management
727
T. Rowe Price Investment Management
Maryland
$3K
MIM
728
MTM Investment Management
South Carolina
$2.89K
FWM
729
FSA Wealth Management
Massachusetts
$2.89K
ACM
730
Anfield Capital Management
California
$2.89K
TCA
731
Trifecta Capital Advisors
Illinois
$2.89K
TFA
732
Transamerica Financial Advisors
Florida
$2.89K
GA
733
Guerra Advisors
Florida
$2.89K
TCM
734
TD Capital Management
Tennessee
$2.63K
PWMG
735
Prestige Wealth Management Group
New Jersey
$2.63K
MAM
736
Marquette Asset Management
Minnesota
$2.63K
GWM
737
Geneos Wealth Management
Colorado
$2.37K
WA
738
Westfuller Advisors
New York
$2.37K
CTB
739
Country Trust Bank
Illinois
$2.1K
CCM
740
Cloud Capital Management
Washington
$2K
AGWCA
741
Annis Gardner Whiting Capital Advisors
Florida
$1.58K
SC
742
Solstein Capital
California
$1.58K
PGAM
743
Princeton Global Asset Management
New Jersey
$1.58K
SA
744
Strategic Advocates
Utah
$1.58K
WWA
745
Wealth Watch Advisors
Colorado
$1.58K
ACA
746
American Capital Advisory
Idaho
$1.31K
FC
747
Financial Consulate
Maryland
$1.31K
BFS
748
Bare Financial Services
Pennsylvania
$1.31K
NL
749
NVWM LLC
Pennsylvania
$1.31K
RS
750
Rakuten Securities
Japan
$1.31K