883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-26
Holders Change %
-2.86%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
97
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JSAM
776
J. Safra Asset Management
New York
$22.2K +$14.9K +37 +206%
FMII
777
Farmers & Merchants Investments Inc
Nebraska
$21.8K -$404 -1 -2%
CA
778
CoreCap Advisors
Michigan
$21K +$808 +2 +4%
SSG
779
Summit Securities Group
New York
$21K +$21K +52 New
MA
780
Montag & Associates
Georgia
$20.2K
BOJHT
781
Bank of Jackson Hole Trust
Wyoming
$19.8K
MYIA
782
Mount Yale Investment Advisors
Colorado
$19.8K +$19.8K +49 New
CT
783
Clearstead Trust
Maine
$19.3K +$5.62K +14 +41%
C
784
Covestor
United Kingdom
$18K -$2K -5 -10%
RA
785
Rise Advisors
New York
$17.8K +$1.62K +4 +10%
IRAG
786
Investment Research & Advisory Group
Georgia
$17.4K
NC
787
NewSquare Capital
Pennsylvania
$17.4K +$10.1K +25 +139%
PWMG
788
Private Wealth Management Group
New Jersey
$17K +$1.21K +3 +8%
HI
789
Harbour Investments
Wisconsin
$17K +$10.1K +25 +147%
GCM
790
Gables Capital Management
Florida
$15.8K
EB
791
Eastern Bank
Massachusetts
$15.4K -$6.87K -17 -31%
BCM
792
Boreal Capital Management
Florida
$15.4K +$15.4K +38 New
AP
793
Aspect Partners
Virginia
$14.1K
MEG
794
Millstone Evans Group
Colorado
$14.1K
MFC
795
Mechanics Financial Corp
Ohio
$14.1K
CSP
796
Cary Street Partners
Virginia
$13.7K -$4.04K -10 -23%
RTL
797
Red Tortoise LLC
Georgia
$13.7K
AAG
798
Armstrong Advisory Group
Massachusetts
$12.5K -$5.26K -13 -30%
PFG
799
Putney Financial Group
California
$12.1K
GC
800
GFG Capital
Florida
$12.1K +$12.1K +30 New