790 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 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)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 219

Holders
790
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
FFM
901
Forum Financial Management
Illinois
PF
902
Phoenix Financial
Israel
AA
903
ALPS Advisors
Colorado
BMCM
904
Bryn Mawr Capital Management
Pennsylvania
BCM
905
Brookstone Capital Management
Illinois
CI
906
Cigna Investments
Connecticut
FSC
907
Full Sail Capital
Oklahoma
ORG
908
Optimist Retirement Group
Washington
JIC
909
Johnson Investment Counsel
Ohio
ICP
910
Impact Capital Partners
Colorado
WIA
911
World Investment Advisors
California
SACTSONJ
912
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
NWAG
913
Net Worth Advisory Group
Utah
FCG
914
Fielder Capital Group
Tennessee
AC
915
Avestar Capital
New York
RB
916
Renasant Bank
Mississippi
SCM
917
SCS Capital Management
Massachusetts
TCM
918
Teza Capital Management
Illinois
OWCM
919
One Wealth Capital Management
Arizona
RFC
920
Regions Financial Corp
Alabama
HT
921
Headlands Technologies
Illinois
TPI
922
Trust Point Inc
Wisconsin
WI
923
WrapManager Inc
California
BMCM
924
Burns Matteson Capital Management
New York
HKIMG
925
Hutchens & Kramer Investment Management Group
Indiana