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
SACTSONJ
901
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
NWAG
902
Net Worth Advisory Group
Utah
FCG
903
Fielder Capital Group
Tennessee
RB
904
Renasant Bank
Mississippi
AC
905
Avestar Capital
New York
SCM
906
SCS Capital Management
Massachusetts
TCM
907
Teza Capital Management
Illinois
OWCM
908
One Wealth Capital Management
Arizona
RFC
909
Regions Financial Corp
Alabama
HT
910
Headlands Technologies
Illinois
WI
911
WrapManager Inc
California
TPI
912
Trust Point Inc
Wisconsin
BMCM
913
Burns Matteson Capital Management
New York
HKIMG
914
Hutchens & Kramer Investment Management Group
Indiana
BWM
915
Baron Wealth Management
Michigan
LAM
916
Lakewood Asset Management
Illinois
DE
917
Diversified Enterprises
Delaware
MWM
918
MinichMacGregor Wealth Management
New York
OPCM
919
Osborne Partners Capital Management
California
CP
920
Castleview Partners
Texas
FTWA
921
Fifth Third Wealth Advisors
Ohio
TA
922
Tectonic Advisors
Texas
GWP
923
Gen-Wealth Partners
Michigan
CAM
924
Claret Asset Management
Quebec, Canada
MPM
925
MBB Public Markets
Illinois