799 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, 319 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: 319

Holders
799
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
HNW
751
High Note Wealth
Minnesota
$2.27K
GWM
752
Geneos Wealth Management
Colorado
$2.27K
TM
753
Torren Management
California
$2.27K
SC
754
SouthState Corp
Florida
$2.02K
AGWCA
755
Annis Gardner Whiting Capital Advisors
Florida
$2.02K
ANBT
756
American National Bank & Trust
Texas
$2.02K
PWA
757
Principia Wealth Advisory
Texas
$2.02K
CTB
758
Country Trust Bank
Illinois
$2.02K
CAL
759
Capital Advisors Ltd
Ohio
$2K
SWM
760
Spire Wealth Management
Virginia
$1.96K
FHC
761
First Horizon Corporation
Tennessee
$1.77K
SA
762
Strategic Advocates
Utah
$1.53K
TFA
763
Transamerica Financial Advisors
Florida
$1.51K
WWA
764
Wealth Watch Advisors
Colorado
$1.51K
SC
765
Solstein Capital
California
$1.51K
PGAM
766
Princeton Global Asset Management
New Jersey
$1.51K
IBOK
767
Independence Bank of Kentucky
Kentucky
$1.51K
NRG
768
Nemes Rush Group
Michigan
$1.51K
S
769
Sachetta
Massachusetts
$1.51K
HHGA
770
Halbert Hargrove Global Advisors
California
$1.26K
CFG
771
Clayton Financial Group
Missouri
$1.26K
BFS
772
Bare Financial Services
Pennsylvania
$1.26K
TSMHT
773
Thurston Springer Miller Herd & Titak
Indiana
$1.26K
DPW
774
DiNuzzo Private Wealth
Pennsylvania
$1.01K
ACA
775
American Capital Advisory
Idaho
$1.01K