791 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 reducing their positions, and 220 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
791
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
LI
726
LRI Investments
Florida
$4.21K
PAM
727
Palisade Asset Management
Minnesota
$4.21K
KFI
728
Key Financial Inc
Pennsylvania
$4.02K
CAL
729
Capital Advisors Ltd
Ohio
$4K
JGIA
730
Jackson Grant Investment Advisers
Connecticut
$3.94K
SC
731
SouthState Corp
Florida
$3.68K
BWL
732
Bogart Wealth LLC
Virginia
$3.68K
TCM
733
TruNorth Capital Management
Michigan
$3.68K
DPW
734
DiNuzzo Private Wealth
Pennsylvania
$3.52K
OC
735
Oakworth Capital
Alabama
$3.42K
FPF
736
First Pacific Financial
Washington
$3.15K
DI
737
DAGCO Inc
Ohio
$3.15K
T. Rowe Price Investment Management
738
T. Rowe Price Investment Management
Maryland
$3K
ACM
739
Anfield Capital Management
California
$2.89K
MIM
740
MTM Investment Management
South Carolina
$2.89K
TCA
741
Trifecta Capital Advisors
Illinois
$2.89K
FWM
742
FSA Wealth Management
Massachusetts
$2.89K
GA
743
Guerra Advisors
Florida
$2.89K
TFA
744
Transamerica Financial Advisors
Florida
$2.89K
TCM
745
TD Capital Management
Tennessee
$2.63K
PWMG
746
Prestige Wealth Management Group
New Jersey
$2.63K
MAM
747
Marquette Asset Management
Minnesota
$2.63K
GWM
748
Geneos Wealth Management
Colorado
$2.37K
PWA
749
Principia Wealth Advisory
Texas
$2.37K
WA
750
Westfuller Advisors
New York
$2.37K