892 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 374 increasing their positions, 324 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $30.4B → $29.7B (-$628M)

9% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 96

2% less funds holding

Funds holding: 914892 (-22)

Holders
892
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$94.2M
Puts
$90.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
926
United Services Automobile Association
Texas
MCC
927
Money Concepts Capital
Florida
PL
928
Perpetual Ltd
Australia
AP
929
Advisors Preferred
Maryland
NW
930
NewEdge Wealth
Pennsylvania
GCP
931
Garda Capital Partners
Minnesota
NCM
932
Northwest Capital Management
Oregon
FC
933
Farringdon Capital
United Kingdom
TFS
934
Thoroughbred Financial Services
Tennessee
AC
935
Allstate Corporation
Illinois
AWS
936
Atria Wealth Solutions
New York
DWM
937
Diversify Wealth Management
Utah
LP
938
LMR Partners
United Kingdom
DAS
939
Diversify Advisory Services
Utah
SAW
940
Signal Advisors Wealth
Michigan
JWM
941
JFG Wealth Management
Colorado
AWM
942
Axxcess Wealth Management
California
CAAS
943
Capital Asset Advisory Services
Michigan
MMA
944
Miracle Mile Advisors
California
GS
945
GTS Securities
New York
CGL
946
Clarius Group LLC
Washington
PPWP
947
Premier Path Wealth Partners
New Jersey
FCP
948
Fidelis Capital Partners
Florida
IC
949
Iconiq Capital
California
SWM
950
Salvus Wealth Management
New Jersey