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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MPW
726
MASECO Private Wealth
$7.82K +$7.46K +31 New
MFP
727
Meramec Financial Planners
Missouri
$7.35K +$11.3K +47 New
CPG
728
Cornerstone Planning Group
New Jersey
$7K -$7.46K -31 -50%
BW
729
Bravera Wealth
North Dakota
$6.81K +$6.5K +27 New
FAMI
730
Fideuram Asset Management (Ireland)
$6.37K +$3.13K +13 New
DI
731
DAGCO Inc
Ohio
$5.8K +$2.65K +11 +92%
CB
732
CNB Bank
Pennsylvania
$5.55K
MGI
733
Miller Global Investments
Texas
$5.55K +$5.29K +22 New
PG
734
Proffitt & Goodson
Tennessee
$5.05K -$5.54K -23 -53%
RF
735
Robbins Farley
New Hampshire
$5.05K
FC
736
Financial Consulate
Maryland
$5.05K +$3.61K +15 +300%
HHCP
737
Hilton Head Capital Partners
South Carolina
$5.05K +$4.81K +20 New
MB
738
MidFirst Bank
Oklahoma
$5.05K +$4.81K +20 New
NSIM
739
North Star Investment Management
Illinois
$4.54K +$4.33K +18 New
CFFP
740
Center for Financial Planning
Michigan
$4.29K +$4.09K +17 New
UFPG
741
United Financial Planning Group
New York
$4.29K +$4.09K +17 New
HHMI
742
Howard Hughes Medical Institute
Maryland
$4.04K
LI
743
LRI Investments
Florida
$4.04K
KFI
744
Key Financial Inc
Pennsylvania
$3.78K -$241 -1 -6%
AAG
745
Armstrong Advisory Group
Massachusetts
$3.53K -$2.41K -10 -42%
BWL
746
Bogart Wealth LLC
Virginia
$3.53K
CFM
747
Cornerstone Financial Management
Massachusetts
$3.53K +$3.37K +14 New
TAM
748
Tucker Asset Management
Colorado
$3.53K +$3.37K +14 New
OP
749
ORG Partners
Indiana
$3.53K -$14.2K -59 -81%
OC
750
Oakworth Capital
Alabama
$3.28K