790 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 254 increasing their positions, 314 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 219

Holders
790
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
SLI
876
Sumitomo Life Insurance
Japan
VCA
877
Verdence Capital Advisors
Maryland
DADC
878
D.A. Davidson & Co
Montana
MWM
879
MorganRosel Wealth Management
Colorado
GC
880
Gilbert & Cook
Iowa
BFM
881
Boothbay Fund Management
New York
SB
882
Strategic Blueprint
Georgia
P
883
Pitcairn
Pennsylvania
WA
884
Wealth Alliance
New York
HAG
885
HighPoint Advisor Group
Illinois
EAM
886
Eventide Asset Management
Massachusetts
MCM
887
Monument Capital Management
Virginia
CIAM
888
Caitong International Asset Management
Hong Kong
IP
889
Intellectus Partners
California
AG
890
Ascent Group
Virginia
AWM
891
Apollon Wealth Management
South Carolina
BTWM
892
Baker Tilly Wealth Management
Wisconsin
IFA
893
Index Fund Advisors
California
SC
894
Sapient Capital
Indiana
IAA
895
Independent Advisor Alliance
North Carolina
AFG
896
Atomi Financial Group
New York
EH
897
Equitable Holdings
New York
PAG
898
Private Advisor Group
New Jersey
AFA
899
Arlington Financial Advisors
California
CNBT
900
Canandaigua National Bank & Trust
New York