798 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, 318 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: 318

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