798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHCP
726
Hilton Head Capital Partners
South Carolina
$5.05K
MB
727
MidFirst Bank
Oklahoma
$5.05K
NSIM
728
North Star Investment Management
Illinois
$4.54K
UFPG
729
United Financial Planning Group
New York
$4.29K
CFFP
730
Center for Financial Planning
Michigan
$4.29K
HHMI
731
Howard Hughes Medical Institute
Maryland
$4.04K
LI
732
LRI Investments
Florida
$4.04K
KFI
733
Key Financial Inc
Pennsylvania
$3.78K
AAG
734
Armstrong Advisory Group
Massachusetts
$3.53K
BWL
735
Bogart Wealth LLC
Virginia
$3.53K
TAM
736
Tucker Asset Management
Colorado
$3.53K
CFM
737
Cornerstone Financial Management
Massachusetts
$3.53K
OP
738
ORG Partners
Indiana
$3.53K
OC
739
Oakworth Capital
Alabama
$3.28K
MAM
740
Marquette Asset Management
Minnesota
$3.03K
TF
741
Tompkins Financial
New York
$3.03K
AW
742
Avion Wealth
Texas
$3K
PJCC
743
Phillip James Consulting Co.
Minnesota
$3K
AWM
744
Abound Wealth Management
Tennessee
$2.78K
Walleye Capital
745
Walleye Capital
New York
$2.77K
ACM
746
Anfield Capital Management
California
$2.77K
JSAM
747
J. Safra Asset Management
New York
$2.52K
PWMG
748
Prestige Wealth Management Group
New Jersey
$2.52K
TCM
749
TD Capital Management
Tennessee
$2.52K
HNW
750
High Note Wealth
Minnesota
$2.27K