809 hedge funds and large institutions have $19.9B invested in Gartner in 2025 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 259 increasing their positions, 321 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:

5% more capital invested

Capital invested by funds: $18.9B → $19.9B (+$922M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
809
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
SRC
876
Shufro Rose & Co
New York
CI Investments Inc
877
CI Investments Inc
Ontario, Canada
PS
878
Principal Securities
Iowa
TIM
879
Tortoise Investment Management
New York
CPBTD
880
Central Pacific Bank - Trust Division
Hawaii
UOTTAIMCU
881
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
HDIM
882
Hanson & Doremus Investment Management
Vermont
SCA
883
Stuart Chaussee & Associates
California
RA
884
Ransom Advisory
Rhode Island
IUHSA
885
Itau Unibanco Holding S.A.
Brazil
RA
886
Rise Advisors
New York
GFWA
887
Grey Fox Wealth Advisors
Delaware
GCM
888
Gables Capital Management
Florida
APM
889
Advanced Portfolio Management
New York
BDPWM
890
Barnes Dennig Private Wealth Management
Ohio
JWM
891
JPL Wealth Management
Colorado
Group One Trading
892
Group One Trading
Illinois
AG
893
AmeriFlex Group
Nevada
TC
894
Truvestments Capital
Florida
GLF
895
Groupe la Francaise
France
PAM
896
Palisade Asset Management
Minnesota
JGIA
897
Jackson Grant Investment Advisers
Connecticut
TCM
898
TruNorth Capital Management
Michigan
FPF
899
First Pacific Financial
Washington
TCA
900
Trifecta Capital Advisors
Illinois