908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
826
Harvest Fund Management
China
$14K -$259K -611 -95%
AAP
827
Arax Advisory Partners
Colorado
$13.9K -$29K -69 -68%
PFG
828
Putney Financial Group
California
$12.6K
SCB
829
Saudi Central Bank
Saudi Arabia
$12.6K +$12.6K +30 New
SO
830
Sierra Ocean
California
$11.3K -$3.36K -8 -23%
CPG
831
Cornerstone Planning Group
New Jersey
$11K -$21.1K -52 -66%
SWM
832
Spire Wealth Management
Virginia
$10.9K -$1.26K -3 -10%
MCM
833
Manchester Capital Management
Vermont
$10.1K +$3.78K +9 +60%
DPW
834
DiNuzzo Private Wealth
Pennsylvania
$9.66K +$420 +1 +5%
GEA
835
Glen Eagle Advisors
New Jersey
$9.65K
CB
836
CNB Bank
Pennsylvania
$9.23K
CAL
837
Capital Advisors Ltd
Ohio
$9K -$9K -21 -50%
RF
838
Robbins Farley
New Hampshire
$8.4K -$2.1K -5 -20%
TC
839
Truvestments Capital
Florida
$8.4K
PG
840
Proffitt & Goodson
Tennessee
$8.4K
GC
841
Garde Capital
Washington
$8.4K +$8.4K +20 New
CWM
842
Compass Wealth Management
Connecticut
$7.98K
BGAI
843
Bruce G. Allen Investments
Colorado
$7.98K
DF
844
Dunhill Financial
United Kingdom
$7.64K -$849 -2 -10%
JSAM
845
J. Safra Asset Management
New York
$7.56K -$8.39K -20 -53%
NC
846
NewSquare Capital
Pennsylvania
$7.56K +$6.72K +16 +800%
AWM
847
Abound Wealth Management
Tennessee
$7.14K -$2.94K -7 -29%
HI
848
Harbour Investments
Wisconsin
$7.14K +$2.1K +5 +42%
AWM
849
Accredited Wealth Management
Kentucky
$7.14K +$7.14K +17 New
AT
850
Avalon Trust
New Mexico
$7.01K +$6.19K +15 +750%