799 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, 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:

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: 319

Holders
799
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
SC
776
Stephens Consulting
Michigan
$1.01K
NL
777
NVWM LLC
Pennsylvania
$1.01K
NWM
778
Nova Wealth Management
Florida
$1.01K
CJ
779
Caitlin John
Michigan
$757
FNWA
780
Financial Network Wealth Advisors
Utah
$757
GSWM
781
Golden State Wealth Management
California
$757
FCAS
782
First Command Advisory Services
Texas
$757
SHIM
783
Stone House Investment Management
Pennsylvania
$757
ECA
784
Elevated Capital Advisors
Utah
$757
BHWM
785
Bay Harbor Wealth Management
Maryland
$756
DF
786
Dunhill Financial
United Kingdom
$545
BIM
787
Breakwater Investment Management
Washington
$505
RWM
788
Rialto Wealth Management
New York
$505
RWS
789
Retirement Wealth Solutions
Wisconsin
$505
QWM
790
Quaker Wealth Management
New Jersey
$505
SEP
791
Signature Equity Partners
Ohio
$505
CFB
792
Cullen/Frost Bankers
Texas
$505
TPBG
793
Turning Point Benefit Group
Maryland
$504
DF
794
DecisionPoint Financial
Arizona
$253
IW
795
Imprint Wealth
South Carolina
$252
HFS
796
Hughes Financial Services
Virginia
$252
WA
797
WestEnd Advisors
North Carolina
$252
DCM
798
Davis Capital Management
Florida
$252
LIA
799
Luken Investment Analytics
Tennessee
$252
O
800
Ossiam
France