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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
CPC
876
CFC Planning Company
Indiana
-$205K -779 Closed
GIA
877
Gateway Investment Advisers
Ohio
-$202K -769 Closed
WAG
878
Wallace Advisory Group
California
-$213K -528 Closed
SRC
879
Shufro Rose & Co
New York
-$220K -525 Closed
CI Investments Inc
880
CI Investments Inc
Ontario, Canada
-$54K -206 Closed
PS
881
Principal Securities
Iowa
-$51K -194 Closed
TIM
882
Tortoise Investment Management
New York
-$42.3K -161 Closed
CPBTD
883
Central Pacific Bank - Trust Division
Hawaii
-$30.2K -115 Closed
UOTTAIMCU
884
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$29.2K -111 Closed
HDIM
885
Hanson & Doremus Investment Management
Vermont
-$20K -75 Closed
SCA
886
Stuart Chaussee & Associates
California
-$18.9K -72 Closed
RA
887
Ransom Advisory
Rhode Island
-$18.4K -70 Closed
IUHSA
888
Itau Unibanco Holding S.A.
Brazil
-$16.3K -62 Closed
RA
889
Rise Advisors
New York
-$12.1K -46 Closed
GFWA
890
Grey Fox Wealth Advisors
Delaware
-$11.8K -45 Closed
GCM
891
Gables Capital Management
Florida
-$10.3K -39 Closed
APM
892
Advanced Portfolio Management
New York
-$8.94K -34 Closed
BDPWM
893
Barnes Dennig Private Wealth Management
Ohio
-$8.68K -33 Closed
JWM
894
JPL Wealth Management
Colorado
-$7.89K -30 Closed
Group One Trading
895
Group One Trading
Illinois
-$5.54K -23 Closed
AG
896
AmeriFlex Group
Nevada
-$5.78K -22 Closed
TC
897
Truvestments Capital
Florida
-$5.26K -20 Closed
GLF
898
Groupe la Francaise
France
-$4.23K -19 Closed
PAM
899
Palisade Asset Management
Minnesota
-$4.21K -16 Closed
JGIA
900
Jackson Grant Investment Advisers
Connecticut
-$3.94K -15 Closed