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
LI
826
LRI Investments
Florida
$6.47K
HHMI
827
Howard Hughes Medical Institute
Maryland
$6.47K
TCM
828
TD Capital Management
Tennessee
$6.06K
JGIA
829
Jackson Grant Investment Advisers
Connecticut
$6.06K
VCM
830
Versant Capital Management
Arizona
$5.25K
OC
831
Oakworth Capital
Alabama
$5.25K
PWMG
832
Prestige Wealth Management Group
New Jersey
$5.25K
TWD
833
True Wealth Design
Ohio
$5.25K
PW
834
Pandora Wealth
Illinois
$5.25K
AW
835
Avion Wealth
Texas
$5K
CPG
836
Cornerstone Planning Group
New Jersey
$4.88K
DI
837
DAGCO Inc
Ohio
$4.85K
TCA
838
Trifecta Capital Advisors
Illinois
$4.45K
SO
839
Sierra Ocean
California
$4.45K
CWA
840
Carolina Wealth Advisors
South Carolina
$4.45K
FWM
841
FSA Wealth Management
Massachusetts
$4.45K
ACM
842
Anfield Capital Management
California
$4.45K
MIM
843
MTM Investment Management
South Carolina
$4.45K
LFA
844
LGT Financial Advisors
Texas
$4.04K
BWL
845
Bogart Wealth LLC
Virginia
$4.04K
AS
846
Altshuler Shaham
Israel
$4.04K
BFS
847
Bare Financial Services
Pennsylvania
$4.04K
HHGA
848
Halbert Hargrove Global Advisors
California
$3.64K
FPF
849
First Pacific Financial
Washington
$3.64K
AAS
850
Ameritas Advisory Services
Nebraska
$3.64K