889 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, 373 increasing their positions, 322 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: $30.3B → $29.7B (-$632M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 911889 (-22)

Holders
889
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
MEG
801
Millstone Evans Group
Colorado
$14.1K
CSP
802
Cary Street Partners
Virginia
$13.7K
RTL
803
Red Tortoise LLC
Georgia
$13.7K
AAG
804
Armstrong Advisory Group
Massachusetts
$12.5K
PFG
805
Putney Financial Group
California
$12.1K
GC
806
GFG Capital
Florida
$12.1K
GWM
807
Geneos Wealth Management
Colorado
$10.9K
SWM
808
Spire Wealth Management
Virginia
$10.5K
CAL
809
Capital Advisors Ltd
Ohio
$10K
GEA
810
Glen Eagle Advisors
New Jersey
$9.3K
WA
811
Whipplewood Advisors
Colorado
$9.3K
MCM
812
Manchester Capital Management
Vermont
$8.89K
CB
813
CNB Bank
Pennsylvania
$8.89K
DPW
814
DiNuzzo Private Wealth
Pennsylvania
$8.49K
SC
815
SouthState Corp
Florida
$8.09K
PG
816
Proffitt & Goodson
Tennessee
$8.09K
GC
817
Garde Capital
Washington
$8.09K
RF
818
Robbins Farley
New Hampshire
$8.09K
TC
819
Truvestments Capital
Florida
$8.08K
BGAI
820
Bruce G. Allen Investments
Colorado
$7.68K
AWM
821
Activest Wealth Management
Florida
$7.28K
AWM
822
Abound Wealth Management
Tennessee
$6.87K
CIAS
823
CBIZ Investment Advisory Services
Ohio
$6.87K
WIM
824
Westside Investment Management
California
$6.51K
KFI
825
Key Financial Inc
Pennsylvania
$6.47K