894 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 319 increasing their positions, 333 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+27
Holders Change %
+3.11%
% of All Funds
12.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.17%
New
105
Increased
319
Reduced
333
Closed
71
Calls
$30.4M
Puts
$15.3M
Net Calls
+$15.1M
Net Calls Change
+$2.94M
Name Holding Trade Value Shares
Change
Shares
Change %
KWAG
826
Kiely Wealth Advisory Group
North Carolina
$12.1K
GEA
827
Glen Eagle Advisors
New Jersey
$11.7K
GWM
828
Geneos Wealth Management
Colorado
$11.7K +$11.7K +23 New
CB
829
CNB Bank
Pennsylvania
$11.1K
DPW
830
DiNuzzo Private Wealth
Pennsylvania
$11.1K +$507 +1 +5%
CCA
831
Criterion Capital Advisors
Tennessee
$10.8K
PG
832
Proffitt & Goodson
Tennessee
$10.1K
NAAA
833
New Age Alpha Advisors
New York
$10.1K
TC
834
Truvestments Capital
Florida
$10.1K +$10.1K +20 New
CWM
835
Compass Wealth Management
Connecticut
$9.63K
AWM
836
Abound Wealth Management
Tennessee
$9.63K
BGAI
837
Bruce G. Allen Investments
Colorado
$9.63K
KSWA
838
Kathleen S. Wright Associates
Pennsylvania
$9.63K
CTC
839
Cetera Trust Company
Minnesota
$8.62K
S
840
Sachetta
Massachusetts
$8.62K +$3.04K +6 +55%
LI
841
LRI Investments
Florida
$8.59K -$5.37K -10 -38%
EBA
842
Eagle Bay Advisors
New York
$8.11K -$4.56K -9 -36%
DF
843
Dunhill Financial
United Kingdom
$7.99K +$4K +8 +100%
SIC
844
SJS Investment Consulting
Ohio
$7.6K
FPF
845
First Pacific Financial
Washington
$7.6K -$507 -1 -6%
MCM
846
Manchester Capital Management
Vermont
$7.6K
CWC
847
Carolinas Wealth Consulting
North Carolina
$7.6K +$1.01K +2 +15%
OC
848
Oakworth Capital
Alabama
$7.6K
JGIA
849
Jackson Grant Investment Advisers
Connecticut
$7.6K
KFI
850
Key Financial Inc
Pennsylvania
$7.6K