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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
801
Rialto Wealth Management
New York
$505
CFB
802
Cullen/Frost Bankers
Texas
$505 +$481 +2 New
SEP
803
Signature Equity Partners
Ohio
$505 +$481 +2 New
TPBG
804
Turning Point Benefit Group
Maryland
$504 -$722 -3 -60%
SWM
805
SHP Wealth Management
Massachusetts
$262 +$241 +1 New
DF
806
DecisionPoint Financial
Arizona
$253
NL
807
NorthAvenue LLC
Ohio
$253 +$241 +1 New
IW
808
Imprint Wealth
South Carolina
$252 -$4.57K -19 -95%
HFS
809
Hughes Financial Services
Virginia
$252 -$722 -3 -75%
DCM
810
Davis Capital Management
Florida
$252
WA
811
WestEnd Advisors
North Carolina
$252
LIA
812
Luken Investment Analytics
Tennessee
$252 +$241 +1 New
O
813
Ossiam
France
-$38M -144,429 Closed
SH
814
Spear Holdings
United Arab Emirates
-$34.6M -131,800 Closed
TCM
815
TimesSquare Capital Management
New York
-$20.8M -79,023 Closed
SWC
816
Square Wave Capital
New York
-$15.3M -58,198 Closed
EF
817
Empowered Funds
Pennsylvania
-$11.7M -44,370 Closed
AFA
818
Abacus FCF Advisors
Florida
-$9.98M -37,969 Closed
HCP
819
Hiddenite Capital Partners
New York
-$7.62M -29,000 Closed
SI
820
Sora Investors
Pennsylvania
-$6.38M -24,288 Closed
VMPIC
821
Varma Mutual Pension Insurance Co
Finland
-$6.15M -23,401 Closed
Walleye Trading
822
Walleye Trading
New York
-$4.86M -20,203 Closed
PEAK6
823
PEAK6
Illinois
-$3.86M -14,688 Closed
BAM
824
Bell Asset Management
Australia
-$2.92M -11,115 Closed
DGM
825
Delta Global Management
New York
-$2.56M -9,751 Closed