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812 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 259 increasing their positions, 322 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $58.2M

30% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 105

7.55% more ownership

Funds ownership: 95.27%102.82% (+7.5%)

2% more funds holding

Funds holding: 793812 (+19)

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$924M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

20% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 322

Holders
812
Holders Change
+19
Holders Change %
+2.4%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
137
Increased
259
Reduced
322
Closed
105
Calls
$99.8M
Puts
$58.2M
Net Calls
+$41.6M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBP
851
Union Bancaire Privee
Switzerland
-$454K -1,721 Closed
OAM
852
Occidental Asset Management
California
-$436K -1,658 Closed
MAM
853
Milestone Asset Management
Pennsylvania
-$411K -1,564 Closed
LOAMU
854
Lombard Odier Asset Management (USA)
New York
-$407K -1,549 Closed
PAS
855
Park Avenue Securities
New York
-$363K -1,382 Closed
CMF
856
Counterpoint Mutual Funds
California
-$356K -1,355 Closed
ET
857
Equitable Trust
Tennessee
-$350K -1,333 Closed
HH
858
Hilltop Holdings
Texas
-$345K -1,312 Closed
MC
859
Moors & Cabot
Massachusetts
-$331K -1,258 Closed
AAM
860
Azzad Asset Management
Virginia
-$306K -1,164 Closed
BAM
861
Blueshift Asset Management
New Jersey
-$303K -1,154 Closed
Simplex Trading
862
Simplex Trading
Illinois
-$259K -1,077 Closed
SF
863
Summit Financial
New Jersey
-$278K -1,058 Closed
SPA
864
Sherbrooke Park Advisers
New York
-$275K -1,045 Closed
MG
865
Mather Group
Illinois
-$262K -995 Closed
TP
866
Tranquility Partners
Tennessee
-$253K -963 Closed
Hudson Bay Capital Management
867
Hudson Bay Capital Management
Connecticut
-$250K -950 Closed
RP
868
Riverwater Partners
Wisconsin
-$239K -910 Closed
DC
869
Davenport & Co
Virginia
-$237K -902 Closed
CIC
870
Chilton Investment Company
Connecticut
-$234K -889 Closed
AAM
871
Advisors Asset Management
Colorado
-$226K -858 Closed
ASN
872
Advisory Services Network
Georgia
-$223K -847 Closed
SC
873
SummitTX Capital
Texas
-$223K -847 Closed
HTC
874
Haverford Trust Company
Pennsylvania
-$207K -787 Closed
VF
875
Vest Financial
Virginia
-$206K -783 Closed