778 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, 245 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
778
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
MCM
876
Monument Capital Management
Virginia
CIAM
877
Caitong International Asset Management
Hong Kong
IP
878
Intellectus Partners
California
AG
879
Ascent Group
Virginia
AWM
880
Apollon Wealth Management
South Carolina
BTWM
881
Baker Tilly Wealth Management
Wisconsin
IFA
882
Index Fund Advisors
California
SC
883
Sapient Capital
Indiana
IAA
884
Independent Advisor Alliance
North Carolina
AFG
885
Atomi Financial Group
New York
EH
886
Equitable Holdings
New York
PAG
887
Private Advisor Group
New Jersey
AFA
888
Arlington Financial Advisors
California
CNBT
889
Canandaigua National Bank & Trust
New York
FFM
890
Forum Financial Management
Illinois
PF
891
Phoenix Financial
Israel
AA
892
ALPS Advisors
Colorado
BMCM
893
Bryn Mawr Capital Management
Pennsylvania
BCM
894
Brookstone Capital Management
Illinois
CI
895
Cigna Investments
Connecticut
FSC
896
Full Sail Capital
Oklahoma
ORG
897
Optimist Retirement Group
Washington
JIC
898
Johnson Investment Counsel
Ohio
ICP
899
Impact Capital Partners
Colorado
WIA
900
World Investment Advisors
California