803 hedge funds and large institutions have $19.8B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 134 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:

5% more capital invested

Capital invested by funds: $18.9B → $19.8B (+$910M)

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
803
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
DPW
776
DiNuzzo Private Wealth
Pennsylvania
$1.01K
ACA
777
American Capital Advisory
Idaho
$1.01K
SC
778
Stephens Consulting
Michigan
$1.01K
NL
779
NVWM LLC
Pennsylvania
$1.01K
NWM
780
Nova Wealth Management
Florida
$1.01K
CJ
781
Caitlin John
Michigan
$757
FNWA
782
Financial Network Wealth Advisors
Utah
$757
GSWM
783
Golden State Wealth Management
California
$757
FCAS
784
First Command Advisory Services
Texas
$757
ECA
785
Elevated Capital Advisors
Utah
$757
SHIM
786
Stone House Investment Management
Pennsylvania
$757
BHWM
787
Bay Harbor Wealth Management
Maryland
$756
DF
788
Dunhill Financial
United Kingdom
$545
BIM
789
Breakwater Investment Management
Washington
$505
RWM
790
Rialto Wealth Management
New York
$505
QWM
791
Quaker Wealth Management
New Jersey
$505
RWS
792
Retirement Wealth Solutions
Wisconsin
$505
CFB
793
Cullen/Frost Bankers
Texas
$505
SEP
794
Signature Equity Partners
Ohio
$505
TPBG
795
Turning Point Benefit Group
Maryland
$504
SWM
796
SHP Wealth Management
Massachusetts
$262
DF
797
DecisionPoint Financial
Arizona
$253
NL
798
NorthAvenue LLC
Ohio
$253
IW
799
Imprint Wealth
South Carolina
$252
HFS
800
Hughes Financial Services
Virginia
$252