883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-26
Holders Change %
-2.86%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
97
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
751
Hemington Wealth Management
Virginia
$41K +$3.62K +9 +10%
ADL
752
Asset Dedication LLC
California
$40.8K
JWA
753
JFS Wealth Advisors
Pennsylvania
$40K -$4.85K -12 -11%
CPBTD
754
Central Pacific Bank - Trust Division
Hawaii
$39.6K +$7.28K +18 +23%
WA
755
WPG Advisers
Maryland
$37.6K -$28.7K -71 -43%
CMP
756
Coston McIsaac & Partners
Maine
$37K
FFO
757
Fortitude Family Office
Arizona
$36.8K -$808 -2 -2%
HIA
758
Harbor Investment Advisory
Maryland
$31.1K
OP
759
ORG Partners
Indiana
$30.1K +$2.44K +6 +9%
SCA
760
Stuart Chaussee & Associates
California
$29.1K
CT
761
Colonial Trust
South Carolina
$28.9K -$2.44K -6 -8%
TCM
762
Tradewinds Capital Management
Washington
$28.3K
RA
763
Ransom Advisory
Rhode Island
$28.3K
ST
764
Smithfield Trust
Pennsylvania
$27K
SS
765
SBI Securities
Japan
$26.7K -$13.7K -34 -34%
FNWA
766
Financial Network Wealth Advisors
Utah
$26.7K
AA
767
Addison Advisors
Vermont
$26.7K +$26.7K +66 New
WBC
768
West Branch Capital
Massachusetts
$26.3K
IUHSA
769
Itau Unibanco Holding S.A.
Brazil
$26.3K -$4.04K -10 -13%
VIS
770
Vega Investment Solutions
France
$25.5K -$19.4K -48 -43%
MCM
771
MV Capital Management
Maryland
$25.5K
BC
772
Bayforest Capital
United Kingdom
$25.1K -$30.7K -76 -55%
MA
773
MCF Advisors
Kentucky
$24.3K
TCOV
774
Trust Company of Vermont
Vermont
$24.3K
FFA
775
Frazier Financial Advisors
Ohio
$23.8K