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 %
GWM
801
Geneos Wealth Management
Colorado
$10.9K -$11.3K -28 -51%
SWM
802
Spire Wealth Management
Virginia
$10.5K +$5.16K +25 +96%
CAL
803
Capital Advisors Ltd
Ohio
$10K +$1.6K +4 +19%
GEA
804
Glen Eagle Advisors
New Jersey
$9.3K
WA
805
Whipplewood Advisors
Colorado
$9.3K +$3.23K +8 +53%
MCM
806
Manchester Capital Management
Vermont
$8.89K -$808 -2 -8%
CB
807
CNB Bank
Pennsylvania
$8.89K
DPW
808
DiNuzzo Private Wealth
Pennsylvania
$8.49K -$808 -2 -9%
SC
809
SouthState Corp
Florida
$8.09K -$9.7K -24 -55%
RF
810
Robbins Farley
New Hampshire
$8.09K
GC
811
Garde Capital
Washington
$8.09K
PG
812
Proffitt & Goodson
Tennessee
$8.09K
TC
813
Truvestments Capital
Florida
$8.08K
BGAI
814
Bruce G. Allen Investments
Colorado
$7.68K
AWM
815
Activest Wealth Management
Florida
$7.28K +$6.06K +15 +500%
AWM
816
Abound Wealth Management
Tennessee
$6.87K
CIAS
817
CBIZ Investment Advisory Services
Ohio
$6.87K +$6.87K +17 New
WIM
818
Westside Investment Management
California
$6.51K +$6.51K +16 New
KFI
819
Key Financial Inc
Pennsylvania
$6.47K -$12.5K -31 -66%
LI
820
LRI Investments
Florida
$6.47K
HHMI
821
Howard Hughes Medical Institute
Maryland
$6.47K +$6.47K +16 New
TCM
822
TD Capital Management
Tennessee
$6.06K
JGIA
823
Jackson Grant Investment Advisers
Connecticut
$6.06K
VCM
824
Versant Capital Management
Arizona
$5.26K -$125K -310 -96%
OC
825
Oakworth Capital
Alabama
$5.26K