892 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 374 increasing their positions, 324 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$628M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 914892 (-22)

Holders
892
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
751
Opal Wealth Advisors
New York
$50.5K
Walleye Capital
752
Walleye Capital
New York
$48.9K
OCM
753
Osterweis Capital Management
California
$48.1K
GRP
754
Global Retirement Partners
California
$48.1K
POIA
755
Pin Oak Investment Advisors
Texas
$48K
PC
756
Promus Capital
Illinois
$47.7K
CCM
757
Chilton Capital Management
Texas
$47.3K
GKIM
758
GW&K Investment Management
Massachusetts
$46K
AGWCA
759
Annis Gardner Whiting Capital Advisors
Florida
$44.5K
HWM
760
Hemington Wealth Management
Virginia
$41K
ADL
761
Asset Dedication LLC
California
$40.8K
JWA
762
JFS Wealth Advisors
Pennsylvania
$40K
CPBTD
763
Central Pacific Bank - Trust Division
Hawaii
$39.6K
WA
764
WPG Advisers
Maryland
$37.6K
CMP
765
Coston McIsaac & Partners
Maine
$37K
FFO
766
Fortitude Family Office
Arizona
$36.8K
HIA
767
Harbor Investment Advisory
Maryland
$31.1K
OP
768
ORG Partners
Indiana
$30.1K
SCA
769
Stuart Chaussee & Associates
California
$29.1K
CT
770
Colonial Trust
South Carolina
$28.9K
TCM
771
Tradewinds Capital Management
Washington
$28.3K
RA
772
Ransom Advisory
Rhode Island
$28.3K
ST
773
Smithfield Trust
Pennsylvania
$27K
SS
774
SBI Securities
Japan
$26.7K
FNWA
775
Financial Network Wealth Advisors
Utah
$26.7K