809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 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 → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
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
IBOK
776
Independence Bank of Kentucky
Kentucky
$1.51K
NRG
777
Nemes Rush Group
Michigan
$1.51K
HHGA
778
Halbert Hargrove Global Advisors
California
$1.26K
CFG
779
Clayton Financial Group
Missouri
$1.26K
BFS
780
Bare Financial Services
Pennsylvania
$1.26K
TSMHT
781
Thurston Springer Miller Herd & Titak
Indiana
$1.26K
DPW
782
DiNuzzo Private Wealth
Pennsylvania
$1.01K
ACA
783
American Capital Advisory
Idaho
$1.01K
SC
784
Stephens Consulting
Michigan
$1.01K
NL
785
NVWM LLC
Pennsylvania
$1.01K
NWM
786
Nova Wealth Management
Florida
$1.01K
CJ
787
Caitlin John
Michigan
$757
GSWM
788
Golden State Wealth Management
California
$757
FCAS
789
First Command Advisory Services
Texas
$757
FNWA
790
Financial Network Wealth Advisors
Utah
$757
SHIM
791
Stone House Investment Management
Pennsylvania
$757
ECA
792
Elevated Capital Advisors
Utah
$757
BHWM
793
Bay Harbor Wealth Management
Maryland
$756
DF
794
Dunhill Financial
United Kingdom
$545
BIM
795
Breakwater Investment Management
Washington
$505
RWM
796
Rialto Wealth Management
New York
$505
QWM
797
Quaker Wealth Management
New Jersey
$505
RWS
798
Retirement Wealth Solutions
Wisconsin
$505
CFB
799
Cullen/Frost Bankers
Texas
$505
SEP
800
Signature Equity Partners
Ohio
$505