791 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 220 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: 220

Holders
791
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
AFA
901
Arlington Financial Advisors
California
CNBT
902
Canandaigua National Bank & Trust
New York
FFM
903
Forum Financial Management
Illinois
PF
904
Phoenix Financial
Israel
AA
905
ALPS Advisors
Colorado
BMCM
906
Bryn Mawr Capital Management
Pennsylvania
BCM
907
Brookstone Capital Management
Illinois
CI
908
Cigna Investments
Connecticut
FSC
909
Full Sail Capital
Oklahoma
ORG
910
Optimist Retirement Group
Washington
JIC
911
Johnson Investment Counsel
Ohio
ICP
912
Impact Capital Partners
Colorado
WIA
913
World Investment Advisors
California
SACTSONJ
914
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
NWAG
915
Net Worth Advisory Group
Utah
FCG
916
Fielder Capital Group
Tennessee
AC
917
Avestar Capital
New York
RB
918
Renasant Bank
Mississippi
SCM
919
SCS Capital Management
Massachusetts
TCM
920
Teza Capital Management
Illinois
OWCM
921
One Wealth Capital Management
Arizona
RFC
922
Regions Financial Corp
Alabama
HT
923
Headlands Technologies
Illinois
WI
924
WrapManager Inc
California
TPI
925
Trust Point Inc
Wisconsin