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