785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 reducing their positions, and 219 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
AWAU
851
Alliance Wealth Advisors (Utah)
Utah
SCM
852
Stevens Capital Management
Pennsylvania
1C
853
111 Capital
France
PP
854
PDT Partners
New York
SIC
855
Salem Investment Counselors
North Carolina
EC
856
EntryPoint Capital
New York
AP
857
Americana Partners
Texas
VSQM
858
V-Square Quantitative Management
Illinois
GWM
859
Gibbs Wealth Management
Georgia
RC
860
Roundview Capital
New Jersey
CBUSF
861
Construction & Building Unions Superannuation Fund
Australia
NEI
862
Northwest & Ethical Investments
Ontario, Canada
WCM
863
Weaver Capital Management
Georgia
EAM
864
Erste Asset Management
Austria
LIP
865
Liontrust Investment Partners
United Kingdom
LAM
866
LECAP Asset Management
United Kingdom
TSW
867
Three Seasons Wealth
Utah
KPWS
868
Kestra Private Wealth Services
Texas
MM
869
MQS Management
New York
CI
870
Corient IA
Florida
PCS
871
Personal CFO Solutions
New Jersey
SLI
872
Sumitomo Life Insurance
Japan
VCA
873
Verdence Capital Advisors
Maryland
DADC
874
D.A. Davidson & Co
Montana
MWM
875
MorganRosel Wealth Management
Colorado