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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
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
$109M
Puts
$49.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Accurate Wealth Management
Florida
DS
802
DRW Securities
Illinois
CCA
803
Conestoga Capital Advisors
Pennsylvania
WC
804
Wexford Capital
Florida
TG
805
TCW Group
California
BFIM
806
Beese Fulmer Investment Management
Ohio
CIM
807
Cambria Investment Management
California
SC
808
Scotia Capital
Ontario, Canada
ICP
809
Interchange Capital Partners
Pennsylvania
EWA
810
EP Wealth Advisors
California
FFA
811
Florida Financial Advisors
Florida
WANY
812
Wealthspire Advisors (New York)
New York
BPA
813
Beacon Pointe Advisors
California
DWM
814
Drive Wealth Management
Utah
PA
815
Profund Advisors
Maryland
LCM
816
Laurion Capital Management
New York
KRW
817
Kaufman Rossin Wealth
Florida
TSS
818
Two Sigma Securities
New York
ACA
819
Aptus Capital Advisors
Alabama
CCA
820
Childress Capital Advisors
Texas
SAM
821
Sompo Asset Management
Japan
WPC
822
Wedmont Private Capital
Pennsylvania
TWM
823
Thrive Wealth Management
Pennsylvania
GVAG
824
Great Valley Advisor Group
Delaware
SWA
825
Stratos Wealth Advisors
Ohio