798 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, 318 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: 318

Holders
798
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
GWM
751
Geneos Wealth Management
Colorado
$2.27K
TM
752
Torren Management
California
$2.27K
SC
753
SouthState Corp
Florida
$2.02K
AGWCA
754
Annis Gardner Whiting Capital Advisors
Florida
$2.02K
ANBT
755
American National Bank & Trust
Texas
$2.02K
PWA
756
Principia Wealth Advisory
Texas
$2.02K
CTB
757
Country Trust Bank
Illinois
$2.02K
CAL
758
Capital Advisors Ltd
Ohio
$2K
SWM
759
Spire Wealth Management
Virginia
$1.96K
FHC
760
First Horizon Corporation
Tennessee
$1.77K
SA
761
Strategic Advocates
Utah
$1.53K
TFA
762
Transamerica Financial Advisors
Florida
$1.51K
WWA
763
Wealth Watch Advisors
Colorado
$1.51K
SC
764
Solstein Capital
California
$1.51K
PGAM
765
Princeton Global Asset Management
New Jersey
$1.51K
IBOK
766
Independence Bank of Kentucky
Kentucky
$1.51K
NRG
767
Nemes Rush Group
Michigan
$1.51K
S
768
Sachetta
Massachusetts
$1.51K
HHGA
769
Halbert Hargrove Global Advisors
California
$1.26K
CFG
770
Clayton Financial Group
Missouri
$1.26K
BFS
771
Bare Financial Services
Pennsylvania
$1.26K
TSMHT
772
Thurston Springer Miller Herd & Titak
Indiana
$1.26K
DPW
773
DiNuzzo Private Wealth
Pennsylvania
$1.01K
ACA
774
American Capital Advisory
Idaho
$1.01K
SC
775
Stephens Consulting
Michigan
$1.01K