892 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 374 increasing their positions, 324 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$628M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 914892 (-22)

Holders
892
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
726
CVA Family Office
Colorado
$108K
GM
727
GeoWealth Management
Illinois
$103K
WT
728
Whittier Trust
California
$100K
HAI
729
Hennessy Advisors Inc
California
$98.2K
TPCW
730
TD Private Client Wealth
New York
$96.2K
ZBNA
731
Zions Bancorporation, National Association
Utah
$96.2K
APW
732
Aventura Private Wealth
Florida
$95.8K
MSE
733
MUFG Securities EMEA
United Kingdom
$91.4K
HDIM
734
Hanson & Doremus Investment Management
Vermont
$91K
SIM
735
Sentry Investment Management
Wisconsin
$91K
AF
736
Advisornet Financial
Minnesota
$87.3K
CI Investments Inc
737
CI Investments Inc
Ontario, Canada
$85K
OIAM
738
OFI Invest Asset Management
France
$84.7K
OL
739
OneFund LLC
Florida
$83K
CT
740
Caldwell Trust
Florida
$80.8K
RIL
741
Rothschild Investment LLC
Illinois
$78K
RDFA
742
Ritter Daniher Financial Advisory
Ohio
$76.8K
CH
743
Cromwell Holdings
Wyoming
$75.6K
TFIPS
744
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.8K
BCWM
745
Bartlett & Co Wealth Management
Ohio
$67.9K
CFD
746
Creative Financial Designs
Indiana
$67.5K
TIM
747
Tortoise Investment Management
New York
$65.1K
PFBT
748
Parkside Financial Bank & Trust
Missouri
$55.8K
BIA
749
Bell Investment Advisors
California
$52.1K
AAP
750
Arax Advisory Partners
Colorado
$52.1K