892 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, 374 increasing their positions, 324 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: $30.4B → $29.7B (-$628M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 914892 (-22)

Holders
892
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
CIAS
826
CBIZ Investment Advisory Services
Ohio
$6.87K
WIM
827
Westside Investment Management
California
$6.51K
KFI
828
Key Financial Inc
Pennsylvania
$6.47K
LI
829
LRI Investments
Florida
$6.47K
HHMI
830
Howard Hughes Medical Institute
Maryland
$6.47K
JGIA
831
Jackson Grant Investment Advisers
Connecticut
$6.06K
TCM
832
TD Capital Management
Tennessee
$6.06K
VCM
833
Versant Capital Management
Arizona
$5.25K
OC
834
Oakworth Capital
Alabama
$5.25K
PWMG
835
Prestige Wealth Management Group
New Jersey
$5.25K
TWD
836
True Wealth Design
Ohio
$5.25K
PW
837
Pandora Wealth
Illinois
$5.25K
AW
838
Avion Wealth
Texas
$5K
CPG
839
Cornerstone Planning Group
New Jersey
$4.88K
DI
840
DAGCO Inc
Ohio
$4.85K
TCA
841
Trifecta Capital Advisors
Illinois
$4.45K
SO
842
Sierra Ocean
California
$4.45K
FWM
843
FSA Wealth Management
Massachusetts
$4.45K
ACM
844
Anfield Capital Management
California
$4.45K
CWA
845
Carolina Wealth Advisors
South Carolina
$4.45K
MIM
846
MTM Investment Management
South Carolina
$4.45K
LFA
847
LGT Financial Advisors
Texas
$4.04K
BWL
848
Bogart Wealth LLC
Virginia
$4.04K
AS
849
Altshuler Shaham
Israel
$4.04K
BFS
850
Bare Financial Services
Pennsylvania
$4.04K