803 hedge funds and large institutions have $19.8B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 257 increasing their positions, 319 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 → $19.8B (+$910M)

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: 319

Holders
803
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
TCM
751
TD Capital Management
Tennessee
$2.52K
PWMG
752
Prestige Wealth Management Group
New Jersey
$2.52K
HNW
753
High Note Wealth
Minnesota
$2.27K
GWM
754
Geneos Wealth Management
Colorado
$2.27K
TM
755
Torren Management
California
$2.27K
SC
756
SouthState Corp
Florida
$2.02K
AGWCA
757
Annis Gardner Whiting Capital Advisors
Florida
$2.02K
ANBT
758
American National Bank & Trust
Texas
$2.02K
PWA
759
Principia Wealth Advisory
Texas
$2.02K
CTB
760
Country Trust Bank
Illinois
$2.02K
CAL
761
Capital Advisors Ltd
Ohio
$2K
SWM
762
Spire Wealth Management
Virginia
$1.96K
FHC
763
First Horizon Corporation
Tennessee
$1.77K
SA
764
Strategic Advocates
Utah
$1.53K
TFA
765
Transamerica Financial Advisors
Florida
$1.51K
PGAM
766
Princeton Global Asset Management
New Jersey
$1.51K
WWA
767
Wealth Watch Advisors
Colorado
$1.51K
SC
768
Solstein Capital
California
$1.51K
NRG
769
Nemes Rush Group
Michigan
$1.51K
S
770
Sachetta
Massachusetts
$1.51K
IBOK
771
Independence Bank of Kentucky
Kentucky
$1.51K
HHGA
772
Halbert Hargrove Global Advisors
California
$1.26K
CFG
773
Clayton Financial Group
Missouri
$1.26K
BFS
774
Bare Financial Services
Pennsylvania
$1.26K
TSMHT
775
Thurston Springer Miller Herd & Titak
Indiana
$1.26K