889 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, 373 increasing their positions, 322 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: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
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
WT
726
Whittier Trust
California
$100K
HAI
727
Hennessy Advisors Inc
California
$98.2K
TPCW
728
TD Private Client Wealth
New York
$96.2K
ZBNA
729
Zions Bancorporation, National Association
Utah
$96.2K
MSE
730
MUFG Securities EMEA
United Kingdom
$91.4K
HDIM
731
Hanson & Doremus Investment Management
Vermont
$91K
SIM
732
Sentry Investment Management
Wisconsin
$91K
AF
733
Advisornet Financial
Minnesota
$87.3K
CI Investments Inc
734
CI Investments Inc
Ontario, Canada
$85K
OIAM
735
OFI Invest Asset Management
France
$84.7K
OL
736
OneFund LLC
Florida
$83K
CT
737
Caldwell Trust
Florida
$80.8K
RIL
738
Rothschild Investment LLC
Illinois
$78K
RDFA
739
Ritter Daniher Financial Advisory
Ohio
$76.8K
CH
740
Cromwell Holdings
Wyoming
$75.6K
TFIPS
741
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.8K
BCWM
742
Bartlett & Co Wealth Management
Ohio
$67.9K
CFD
743
Creative Financial Designs
Indiana
$67.5K
TIM
744
Tortoise Investment Management
New York
$65.1K
PFBT
745
Parkside Financial Bank & Trust
Missouri
$55.8K
BIA
746
Bell Investment Advisors
California
$52.1K
AAP
747
Arax Advisory Partners
Colorado
$52.1K
OWA
748
Opal Wealth Advisors
New York
$50.5K
Walleye Capital
749
Walleye Capital
New York
$48.9K
OCM
750
Osterweis Capital Management
California
$48.1K