939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
726
Stevens Capital Management
Pennsylvania
$234K -$134K -276 -36%
AUB
727
Atlantic Union Bankshares
Virginia
$231K
BP
728
Ballentine Partners
Massachusetts
$229K +$22.3K +46 +11%
CAM
729
Claret Asset Management
Quebec, Canada
$229K +$1.46K +3 +0.6%
SB
730
Strategic Blueprint
Georgia
$228K -$44.6K -92 -16%
BWM
731
Baron Wealth Management
Michigan
$228K -$4.85K -10 -2%
CCWM
732
Cassaday & Co Wealth Management
Virginia
$223K
WFA
733
Wellspring Financial Advisors
Ohio
$223K -$1.45K -3 -0.6%
LSA
734
Lansing Street Advisors
Pennsylvania
$222K +$222K +458 New
EWA
735
Exencial Wealth Advisors
Oklahoma
$221K -$92.5K -191 -29%
LPT
736
Legacy Private Trust
Wisconsin
$220K +$26.6K +55 +14%
Jane Street
737
Jane Street
New York
$220K -$9.43M -19,463 -98%
HCM
738
Howard Capital Management
Georgia
$219K +$9.21K +19 +4%
WS
739
Wedbush Securities
California
$218K -$26.2K -54 -11%
BWM
740
Blossom Wealth Management
California
$217K
N
741
Natixis
France
$216K -$4.47M -9,227 -95%
AWA
742
Aaron Wealth Advisors
Illinois
$215K -$64.4K -133 -23%
G
743
GenTrust
Florida
$215K +$14.1K +29 +7%
WC
744
Whitney & Co
New York
$214K
VCA
745
Verdence Capital Advisors
Maryland
$213K -$2.91K -6 -1%
TIAA Trust, National Association
746
TIAA Trust, National Association
North Carolina
$212K -$154K -318 -42%
NG
747
Northstar Group
New York
$212K
F1I
748
Fund 1 Investments
Puerto Rico
$212K +$212K +438 New
DT
749
Diversified Trust
Tennessee
$212K +$20.3K +42 +11%
BIM
750
Bridges Investment Management
Nebraska
$211K