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712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
826
Parcion Private Wealth
Washington
-$249K -986 Closed
WAM
827
Wolverine Asset Management
Illinois
-$181K -982 Closed
SPC
828
Spirepoint Private Client
Florida
-$247K -978 Closed
MYAM
829
Meiji Yasuda Asset Management
Japan
-$244K -969 Closed
RWM
830
Ritholtz Wealth Management
New York
-$244K -967 Closed
PCM
831
Permanent Capital Management
Illinois
-$241K -955 Closed
MA
832
Mutual Advisors
Nebraska
-$240K -953 Closed
TIA
833
Tandem Investment Advisors
South Carolina
-$236K -937 Closed
CGIM
834
Capital Group Investment Management
Singapore
-$236K -935 Closed
DO
835
denkapparat Operations
Germany
-$233K -922 Closed
GCM
836
Gallacher Capital Management
Colorado
-$232K -921 Closed
MIA
837
MainStreet Investment Advisors
Illinois
-$228K -902 Closed
AFC
838
AFT Forsyth & Company
Florida
-$227K -900 Closed
GKFF
839
George Kaiser Family Foundation
Oklahoma
-$226K -895 Closed
PGCM
840
Prescott Group Capital Management
Oklahoma
-$226K -895 Closed
RWB
841
RMR Wealth Builders
New Jersey
-$224K -888 Closed
CIA
842
Concurrent Investment Advisors
Florida
-$223K -884 Closed
RA
843
Riversedge Advisors
Delaware
-$223K -883 Closed
PA
844
PFG Advisors
Arizona
-$220K -872 Closed
RB
845
Renasant Bank
Mississippi
-$218K -863 Closed
TAM
846
Trust Asset Management
Texas
-$216K -857 Closed
TC
847
TownSquare Capital
Utah
-$215K -851 Closed
SG
848
StoneX Group
New York
-$212K -842 Closed
TCWA
849
Turtle Creek Wealth Advisors
Texas
-$212K -842 Closed
VFA
850
Valeo Financial Advisors
Indiana
-$212K -839 Closed