892 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 374 increasing their positions, 324 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$628M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 914892 (-22)

Holders
892
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
801
Boreal Capital Management
Florida
$15.4K
MFC
802
Mechanics Financial Corp
Ohio
$14.1K
MEG
803
Millstone Evans Group
Colorado
$14.1K
AP
804
Aspect Partners
Virginia
$14.1K
CSP
805
Cary Street Partners
Virginia
$13.7K
RTL
806
Red Tortoise LLC
Georgia
$13.7K
AAG
807
Armstrong Advisory Group
Massachusetts
$12.5K
PFG
808
Putney Financial Group
California
$12.1K
GC
809
GFG Capital
Florida
$12.1K
GWM
810
Geneos Wealth Management
Colorado
$10.9K
SWM
811
Spire Wealth Management
Virginia
$10.5K
CAL
812
Capital Advisors Ltd
Ohio
$10K
GEA
813
Glen Eagle Advisors
New Jersey
$9.3K
WA
814
Whipplewood Advisors
Colorado
$9.3K
MCM
815
Manchester Capital Management
Vermont
$8.89K
CB
816
CNB Bank
Pennsylvania
$8.89K
DPW
817
DiNuzzo Private Wealth
Pennsylvania
$8.49K
SC
818
SouthState Corp
Florida
$8.09K
GC
819
Garde Capital
Washington
$8.09K
PG
820
Proffitt & Goodson
Tennessee
$8.09K
RF
821
Robbins Farley
New Hampshire
$8.09K
TC
822
Truvestments Capital
Florida
$8.08K
BGAI
823
Bruce G. Allen Investments
Colorado
$7.68K
AWM
824
Activest Wealth Management
Florida
$7.28K
AWM
825
Abound Wealth Management
Tennessee
$6.87K