778 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 245 increasing their positions, 310 reducing their positions, and 217 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)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
778
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
TPBG
751
Turning Point Benefit Group
Maryland
$1.25K
AT
752
Avalon Trust
New Mexico
$1.05K
TCOT
753
Trust Company of Toledo
Ohio
$1.05K
NC
754
North Capital
Utah
$1.05K
NWM
755
Nova Wealth Management
Florida
$1.05K
HFS
756
Hughes Financial Services
Virginia
$915
FNWA
757
Financial Network Wealth Advisors
Utah
$789
GSWM
758
Golden State Wealth Management
California
$789
BTD
759
BankPlus Trust Department
Mississippi
$789
FCAS
760
First Command Advisory Services
Texas
$789
BIM
761
Breakwater Investment Management
Washington
$789
IWM
762
IMG Wealth Management
Florida
$789
RWM
763
Rialto Wealth Management
New York
$526
TFM
764
TFC Financial Management
Massachusetts
$526
TCB
765
Texas Capital Bancshares
Texas
$526
SIP
766
Sellwood Investment Partners
Oregon
$526
UCB
767
United Community Bank
South Carolina
$526
QWM
768
Quaker Wealth Management
New Jersey
$526
RWS
769
Retirement Wealth Solutions
Wisconsin
$526
DF
770
Dunhill Financial
United Kingdom
$385
AWM
771
Activest Wealth Management
Florida
$263
LCM
772
Logan Capital Management
Pennsylvania
$263
WA
773
WestEnd Advisors
North Carolina
$263
GWSG
774
GPS Wealth Strategies Group
Colorado
$263
DCM
775
Davis Capital Management
Florida
$263