799 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, 319 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: 319

Holders
799
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
SPA
851
Sherbrooke Park Advisers
New York
MG
852
Mather Group
Illinois
TP
853
Tranquility Partners
Tennessee
Hudson Bay Capital Management
854
Hudson Bay Capital Management
Connecticut
RP
855
Riverwater Partners
Wisconsin
DC
856
Davenport & Co
Virginia
CIC
857
Chilton Investment Company
Connecticut
AAM
858
Advisors Asset Management
Colorado
SC
859
SummitTX Capital
Texas
ASN
860
Advisory Services Network
Georgia
HTC
861
Haverford Trust Company
Pennsylvania
VF
862
Vest Financial
Virginia
CPC
863
CFC Planning Company
Indiana
GIA
864
Gateway Investment Advisers
Ohio
WAG
865
Wallace Advisory Group
California
SRC
866
Shufro Rose & Co
New York
CI Investments Inc
867
CI Investments Inc
Ontario, Canada
PS
868
Principal Securities
Iowa
TIM
869
Tortoise Investment Management
New York
CPBTD
870
Central Pacific Bank - Trust Division
Hawaii
UOTTAIMCU
871
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
HDIM
872
Hanson & Doremus Investment Management
Vermont
SCA
873
Stuart Chaussee & Associates
California
RA
874
Ransom Advisory
Rhode Island
IUHSA
875
Itau Unibanco Holding S.A.
Brazil