857 hedge funds and large institutions have $33.1B invested in Gartner in 2023 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 274 increasing their positions, 325 reducing their positions, and 64 closing their positions.

Holders
857
Holders Change
+73
Holders Change %
+9.31%
% of All Funds
12.57%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.32%
New
148
Increased
274
Reduced
325
Closed
64
Calls
$83.7M
Puts
$56.9M
Net Calls
+$26.8M
Net Calls Change
+$34.2M
Name Market Value Shares Shares
Change
Shares
Change %
CAL
801
Capital Advisors Ltd
Ohio
$9K 21
CWM
802
Compass Wealth Management
Connecticut
$8.57K 19
CWC
803
Carolinas Wealth Consulting
North Carolina
$8.57K 19 -108 -85%
KSWA
804
Kathleen S. Wright Associates
Pennsylvania
$8.57K 19
BGAI
805
Bruce G. Allen Investments
Colorado
$8.57K 19 +19 New
AWM
806
Abound Wealth Management
Tennessee
$8.09K 18 +4 +29%
Loomis, Sayles & Company
807
Loomis, Sayles & Company
Massachusetts
$8K 18 -13 -42%
CIA
808
Cape Investment Advisory
Georgia
$7.67K 17 +17 New
CTC
809
Cetera Trust Company
Minnesota
$7.67K 17 +17 New
SIC
810
SJS Investment Consulting
Ohio
$7.22K 16 +1 +7%
VNA
811
Valley National Advisers
Pennsylvania
$7K 17 +12 +240%
OC
812
Oakworth Capital
Alabama
$6.77K 15
JGIA
813
Jackson Grant Investment Advisers
Connecticut
$6.77K 15
PMFA
814
Plante Moran Financial Advisors
Michigan
$6.77K 15 +15 New
KFI
815
Key Financial Inc
Pennsylvania
$6.32K 14
AWM
816
Avior Wealth Management
Nebraska
$5.86K 13
HI
817
Harbour Investments
Wisconsin
$5.86K 13 +10 +333%
MCM
818
Manchester Capital Management
Vermont
$5.41K 12 +10 +500%
GWSA
819
Global Wealth Strategies & Associates
Colorado
$5.41K 12
GWMIA
820
Global Wealth Management Investment Advisory
Florida
$5.41K 12 +12 New
FWM
821
FSA Wealth Management
Massachusetts
$5K 11 +11 New
TCA
822
Trifecta Capital Advisors
Illinois
$4.96K 11
DPW
823
DiNuzzo Private Wealth
Pennsylvania
$4.96K 11 +11 New
GFPC
824
Global Financial Private Client
Florida
$4.96K 11
PWMG
825
Prestige Wealth Management Group
New Jersey
$4.51K 10