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
HHGA
851
Halbert Hargrove Global Advisors
California
$3.64K
FPF
852
First Pacific Financial
Washington
$3.64K
GXJ
853
Global X Japan
Japan
$3.64K
AAS
854
Ameritas Advisory Services
Nebraska
$3.64K
KIM
855
Kestra Investment Management
Texas
$3.36K
CTB
856
Country Trust Bank
Illinois
$3.23K
BI
857
Binnacle Investments
Iowa
$3.23K
DF
858
Dunhill Financial
United Kingdom
$2.53K
SIC
859
SJS Investment Consulting
Ohio
$2.43K
BAM
860
Bellevue Asset Management
Washington
$2.42K
SC
861
Solstein Capital
California
$2.42K
PGAM
862
Princeton Global Asset Management
New Jersey
$2.42K
HFS
863
Hughes Financial Services
Virginia
$2.19K
TCOT
864
Trust Company of Toledo
Ohio
$1.62K
PWA
865
Principia Wealth Advisory
Texas
$1.62K
BHWM
866
Bay Harbor Wealth Management
Maryland
$1.62K
DWM
867
Dogwood Wealth Management
Kansas
$1.6K
BTD
868
BankPlus Trust Department
Mississippi
$1.21K
HWP
869
Highline Wealth Partners
California
$1.21K
NL
870
NVWM LLC
Pennsylvania
$1.21K
GSWM
871
Golden State Wealth Management
California
$1.21K
FCAS
872
First Command Advisory Services
Texas
$1.21K
WCM
873
WealthTrak Capital Management
Virginia
$1.21K
WWM
874
Wolff Wiese Magana
California
$1.21K
PWM
875
Parkworth Wealth Management
California
$1.21K