809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 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:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
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
CPG
726
Cornerstone Planning Group
New Jersey
$7K
BW
727
Bravera Wealth
North Dakota
$6.81K
FAMI
728
Fideuram Asset Management (Ireland)
$6.37K
DI
729
DAGCO Inc
Ohio
$5.8K
CB
730
CNB Bank
Pennsylvania
$5.55K
MGI
731
Miller Global Investments
Texas
$5.55K
PG
732
Proffitt & Goodson
Tennessee
$5.05K
RF
733
Robbins Farley
New Hampshire
$5.05K
FC
734
Financial Consulate
Maryland
$5.05K
MB
735
MidFirst Bank
Oklahoma
$5.05K
HHCP
736
Hilton Head Capital Partners
South Carolina
$5.05K
NSIM
737
North Star Investment Management
Illinois
$4.54K
CFFP
738
Center for Financial Planning
Michigan
$4.29K
UFPG
739
United Financial Planning Group
New York
$4.29K
LI
740
LRI Investments
Florida
$4.04K
HHMI
741
Howard Hughes Medical Institute
Maryland
$4.04K
KFI
742
Key Financial Inc
Pennsylvania
$3.78K
AAG
743
Armstrong Advisory Group
Massachusetts
$3.53K
BWL
744
Bogart Wealth LLC
Virginia
$3.53K
TAM
745
Tucker Asset Management
Colorado
$3.53K
CFM
746
Cornerstone Financial Management
Massachusetts
$3.53K
OP
747
ORG Partners
Indiana
$3.53K
OC
748
Oakworth Capital
Alabama
$3.28K
MAM
749
Marquette Asset Management
Minnesota
$3.03K
TF
750
Tompkins Financial
New York
$3.03K