798 hedge funds and large institutions have $19.7B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 257 increasing their positions, 318 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $18.9B → $19.7B (+$790M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 318

Holders
798
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.8M
Puts
$58.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
826
Kovitz Investment Group Partners
Illinois
AG
827
Algert Global
California
ALMGDA
828
AG2R La Mondiale Gestion d'Actifs
France
NP
829
NorthRock Partners
Minnesota
PCM
830
Polymer Capital Management
New York
MP
831
Mangrove Partners
Connecticut
AAMU
832
APG Asset Management US
New York
OIA
833
OneDigital Investment Advisors
Kansas
MSR
834
Main Street Research
Connecticut
SCM
835
Semanteon Capital Management
Massachusetts
GWMR
836
GC Wealth Management RIA
Massachusetts
UBP
837
Union Bancaire Privee
Switzerland
OAM
838
Occidental Asset Management
California
MAM
839
Milestone Asset Management
Pennsylvania
LOAMU
840
Lombard Odier Asset Management (USA)
New York
PAS
841
Park Avenue Securities
New York
CMF
842
Counterpoint Mutual Funds
California
ET
843
Equitable Trust
Tennessee
HH
844
Hilltop Holdings
Texas
MC
845
Moors & Cabot
Massachusetts
AAM
846
Azzad Asset Management
Virginia
BAM
847
Blueshift Asset Management
New Jersey
Simplex Trading
848
Simplex Trading
Illinois
SF
849
Summit Financial
New Jersey
SPA
850
Sherbrooke Park Advisers
New York