785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
GC
876
Gilbert & Cook
Iowa
BFM
877
Boothbay Fund Management
New York
SB
878
Strategic Blueprint
Georgia
P
879
Pitcairn
Pennsylvania
WA
880
Wealth Alliance
New York
HAG
881
HighPoint Advisor Group
Illinois
EAM
882
Eventide Asset Management
Massachusetts
MCM
883
Monument Capital Management
Virginia
CIAM
884
Caitong International Asset Management
Hong Kong
IP
885
Intellectus Partners
California
AG
886
Ascent Group
Virginia
AWM
887
Apollon Wealth Management
South Carolina
BTWM
888
Baker Tilly Wealth Management
Wisconsin
IFA
889
Index Fund Advisors
California
SC
890
Sapient Capital
Indiana
IAA
891
Independent Advisor Alliance
North Carolina
AFG
892
Atomi Financial Group
New York
EH
893
Equitable Holdings
New York
PAG
894
Private Advisor Group
New Jersey
AFA
895
Arlington Financial Advisors
California
CNBT
896
Canandaigua National Bank & Trust
New York
FFM
897
Forum Financial Management
Illinois
PF
898
Phoenix Financial
Israel
AA
899
ALPS Advisors
Colorado
BMCM
900
Bryn Mawr Capital Management
Pennsylvania