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
TCBWMS
926
Texas Capital Bank Wealth Management Services
Texas
BP
927
Ballentine Partners
Massachusetts
CCWM
928
Cassaday & Co Wealth Management
Virginia
RCAG
929
Rehmann Capital Advisory Group
Michigan
KCP
930
Kera Capital Partners
California
LCWP
931
Legacy Capital Wealth Partners
Arkansas
MWM
932
Mission Wealth Management
California
SWP
933
Sagespring Wealth Partners
Tennessee
FFA
934
Florida Financial Advisors
Florida
AWM
935
Adams Wealth Management
Utah
CI
936
CacheTech Inc
Utah
SOW
937
State of Wyoming
Wyoming
PCIA
938
Prime Capital Investment Advisors
Kansas
OC
939
Oarsman Capital
Wisconsin
Envestnet Portfolio Solutions
940
Envestnet Portfolio Solutions
Illinois
FFG
941
Fortem Financial Group
California
CSPIA
942
Cary Street Partners Investment Advisory
Virginia
PWPS
943
Pinnacle Wealth Planning Services
Ohio
DOA
944
D'Orazio & Associates
Virginia
OCBCO
945
Oversea-Chinese Banking Corp (OCBC)
Singapore
Jacobs Levy Equity Management
946
Jacobs Levy Equity Management
New Jersey
PFM
947
Patton Fund Management
Texas
JJBC
948
James J. Burns & Company
New York
FMLI
949
Fukoku Mutual Life Insurance
Japan
HCM
950
Howard Capital Management
Georgia