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
RA
876
Rise Advisors
New York
GFWA
877
Grey Fox Wealth Advisors
Delaware
GCM
878
Gables Capital Management
Florida
APM
879
Advanced Portfolio Management
New York
BDPWM
880
Barnes Dennig Private Wealth Management
Ohio
JWM
881
JPL Wealth Management
Colorado
Group One Trading
882
Group One Trading
Illinois
AG
883
AmeriFlex Group
Nevada
TC
884
Truvestments Capital
Florida
GLF
885
Groupe la Francaise
France
PAM
886
Palisade Asset Management
Minnesota
JGIA
887
Jackson Grant Investment Advisers
Connecticut
TCM
888
TruNorth Capital Management
Michigan
FPF
889
First Pacific Financial
Washington
MIM
890
MTM Investment Management
South Carolina
TCA
891
Trifecta Capital Advisors
Illinois
WA
892
Westfuller Advisors
New York
CCM
893
Cloud Capital Management
Washington
TCOT
894
Trust Company of Toledo
Ohio
AT
895
Avalon Trust
New Mexico
NC
896
North Capital
Utah
BTD
897
BankPlus Trust Department
Mississippi
IWM
898
IMG Wealth Management
Florida
TFM
899
TFC Financial Management
Massachusetts
SIP
900
Sellwood Investment Partners
Oregon