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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
WWA
776
Wealth Watch Advisors
Colorado
$1.51K
IBOK
777
Independence Bank of Kentucky
Kentucky
$1.51K +$1.44K +6 New
NRG
778
Nemes Rush Group
Michigan
$1.51K +$1.44K +6 New
S
779
Sachetta
Massachusetts
$1.51K +$1.44K +6 New
HHGA
780
Halbert Hargrove Global Advisors
California
$1.26K -$5.78K -24 -83%
CFG
781
Clayton Financial Group
Missouri
$1.26K +$1.2K +5 New
BFS
782
Bare Financial Services
Pennsylvania
$1.26K
TSMHT
783
Thurston Springer Miller Herd & Titak
Indiana
$1.26K +$1.2K +5 New
TBFA
784
Three Bearings Fiduciary Advisors
New Hampshire
$1.05K +$1.2K +5 New
DPW
785
DiNuzzo Private Wealth
Pennsylvania
$1.01K -$2.41K -10 -71%
ACA
786
American Capital Advisory
Idaho
$1.01K -$241 -1 -20%
SC
787
Stephens Consulting
Michigan
$1.01K +$963 +4 New
NL
788
NVWM LLC
Pennsylvania
$1.01K -$241 -1 -20%
NWM
789
Nova Wealth Management
Florida
$1.01K
CJ
790
Caitlin John
Michigan
$757 -$6.74K -28 -90%
FNWA
791
Financial Network Wealth Advisors
Utah
$757
FCAS
792
First Command Advisory Services
Texas
$757
GSWM
793
Golden State Wealth Management
California
$757
ECA
794
Elevated Capital Advisors
Utah
$757 +$722 +3 New
SHIM
795
Stone House Investment Management
Pennsylvania
$757 +$722 +3 New
BHWM
796
Bay Harbor Wealth Management
Maryland
$756 +$481 +2 +200%
DF
797
Dunhill Financial
United Kingdom
$545 +$241 +1 +100%
BIM
798
Breakwater Investment Management
Washington
$505 -$241 -1 -33%
QWM
799
Quaker Wealth Management
New Jersey
$505
RWS
800
Retirement Wealth Solutions
Wisconsin
$505