809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 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:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
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
AW
751
Avion Wealth
Texas
$3K
PJC
752
Phillip James Consulting
Minnesota
$3K
AWM
753
Abound Wealth Management
Tennessee
$2.78K
Walleye Capital
754
Walleye Capital
New York
$2.77K
ACM
755
Anfield Capital Management
California
$2.77K
JSAM
756
J. Safra Asset Management
New York
$2.52K
PWMG
757
Prestige Wealth Management Group
New Jersey
$2.52K
TCM
758
TD Capital Management
Tennessee
$2.52K
HNW
759
High Note Wealth
Minnesota
$2.27K
GWM
760
Geneos Wealth Management
Colorado
$2.27K
TM
761
Torren Management
California
$2.27K
SC
762
SouthState Corp
Florida
$2.02K
AGWCA
763
Annis Gardner Whiting Capital Advisors
Florida
$2.02K
ANBT
764
American National Bank & Trust
Texas
$2.02K
PWA
765
Principia Wealth Advisory
Texas
$2.02K
CTB
766
Country Trust Bank
Illinois
$2.02K
CAL
767
Capital Advisors Ltd
Ohio
$2K
SWM
768
Spire Wealth Management
Virginia
$1.96K
FHC
769
First Horizon Corporation
Tennessee
$1.77K
SA
770
Strategic Advocates
Utah
$1.53K
TFA
771
Transamerica Financial Advisors
Florida
$1.51K
SC
772
Solstein Capital
California
$1.51K
PGAM
773
Princeton Global Asset Management
New Jersey
$1.51K
WWA
774
Wealth Watch Advisors
Colorado
$1.51K
S
775
Sachetta
Massachusetts
$1.51K