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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
751
Marquette Asset Management
Minnesota
$3.03K +$481 +2 +20%
TF
752
Tompkins Financial
New York
$3.03K +$2.89K +12 New
AW
753
Avion Wealth
Texas
$3K -$2.89K -12 -48%
PJC
754
Phillip James Consulting
Minnesota
$3K +$3.13K +13 New
AWM
755
Abound Wealth Management
Tennessee
$2.78K -$3.13K -13 -54%
Walleye Capital
756
Walleye Capital
New York
$2.77K -$5.46M -22,679 -100%
ACM
757
Anfield Capital Management
California
$2.77K
JSAM
758
J. Safra Asset Management
New York
$2.52K -$12.3K -51 -84%
PWMG
759
Prestige Wealth Management Group
New Jersey
$2.52K
TCM
760
TD Capital Management
Tennessee
$2.52K
HNW
761
High Note Wealth
Minnesota
$2.27K -$2.17K -9 -50%
GWM
762
Geneos Wealth Management
Colorado
$2.27K
TM
763
Torren Management
California
$2.27K +$2.17K +9 New
SC
764
SouthState Corp
Florida
$2.02K -$1.44K -6 -43%
AGWCA
765
Annis Gardner Whiting Capital Advisors
Florida
$2.02K +$481 +2 +33%
ANBT
766
American National Bank & Trust
Texas
$2.02K -$10.8K -45 -85%
PWA
767
Principia Wealth Advisory
Texas
$2.02K -$241 -1 -11%
CTB
768
Country Trust Bank
Illinois
$2.02K
CAL
769
Capital Advisors Ltd
Ohio
$2K -$2.41K -10 -59%
SWM
770
Spire Wealth Management
Virginia
$1.96K -$121K -501 -98%
FHC
771
First Horizon Corporation
Tennessee
$1.77K -$18.8K -78 -92%
SA
772
Strategic Advocates
Utah
$1.53K
TFA
773
Transamerica Financial Advisors
Florida
$1.51K -$1.2K -5 -45%
PGAM
774
Princeton Global Asset Management
New Jersey
$1.51K
SC
775
Solstein Capital
California
$1.51K