908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
751
Lindbrook Capital
California
$124K +$30.6K +73 +33%
OAJ
752
Ogorek Anthony Joseph
New York
$118K +$417 +1 +0.4%
SCM
753
Sterling Capital Management
North Carolina
$109K -$404K -962 -79%
CFO
754
CVA Family Office
Colorado
$108K -$2.1K -5 -2%
AF
755
Advisornet Financial
Minnesota
$102K +$10.9K +26 +12%
GM
756
GeoWealth Management
Illinois
$101K -$176K -420 -64%
CH
757
Cromwell Holdings
Wyoming
$95.7K +$1.68K +4 +2%
PEAK6
758
PEAK6
Illinois
$93.9K +$93.9K +224 New
RIL
759
Rothschild Investment LLC
Illinois
$92.3K -$5.46K -13 -6%
CI Investments Inc
760
CI Investments Inc
Ontario, Canada
$91K -$3.16M -7,524 -97%
SIM
761
Sentry Investment Management
Wisconsin
$87K -$25.9K -68 -23%
APF
762
Alaska Permanent Fund
Alaska
$82.1K
RDFA
763
Ritter Daniher Financial Advisory
Ohio
$79.8K -$8.82K -21 -10%
CFD
764
Creative Financial Designs
Indiana
$71.4K -$1.26K -3 -2%
HCP
765
Hexagon Capital Partners
Arkansas
$70.9K +$839 +2 +1%
BCWM
766
Bartlett & Co Wealth Management
Ohio
$70.1K +$25.6K +61 +58%
WA
767
WPG Advisers
Maryland
$68.8K -$28.1K -67 -29%
PFBT
768
Parkside Financial Bank & Trust
Missouri
$65.9K +$12.2K +29 +23%
TIM
769
Tortoise Investment Management
New York
$65.9K
BC
770
Bayforest Capital
United Kingdom
$57.9K +$48.7K +116 +527%
WF
771
Wayfinding Financial
Washington
$55K +$55K +131 New
BIA
772
Bell Investment Advisors
California
$52.9K
TFIPS
773
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.5K +$2.1K +5 +4%
PC
774
Promus Capital
Illinois
$49.5K
POIA
775
Pin Oak Investment Advisors
Texas
$49K -$13.9K -33 -22%