779 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 217 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

36% less capital invested

Capital invested by funds: $29.7B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

39% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 217

Holders
779
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$70.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
851
Americana Partners
Texas
VSQM
852
V-Square Quantitative Management
Illinois
GWM
853
Gibbs Wealth Management
Georgia
RC
854
Roundview Capital
New Jersey
CBUSF
855
Construction & Building Unions Superannuation Fund
Australia
NEI
856
Northwest & Ethical Investments
Ontario, Canada
WCM
857
Weaver Capital Management
Georgia
EAM
858
Erste Asset Management
Austria
LIP
859
Liontrust Investment Partners
United Kingdom
LAM
860
LECAP Asset Management
United Kingdom
TSW
861
Three Seasons Wealth
Utah
KPWS
862
Kestra Private Wealth Services
Texas
MM
863
MQS Management
New York
CI
864
Corient IA
Florida
PCS
865
Personal CFO Solutions
New Jersey
SLI
866
Sumitomo Life Insurance
Japan
VCA
867
Verdence Capital Advisors
Maryland
DADC
868
D.A. Davidson & Co
Montana
MWM
869
MorganRosel Wealth Management
Colorado
GC
870
Gilbert & Cook
Iowa
BFM
871
Boothbay Fund Management
New York
SB
872
Strategic Blueprint
Georgia
P
873
Pitcairn
Pennsylvania
WA
874
Wealth Alliance
New York
HAG
875
HighPoint Advisor Group
Illinois