779 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, 246 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
779
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
MPM
926
MBB Public Markets
Illinois
TCBWMS
927
Texas Capital Bank Wealth Management Services
Texas
BP
928
Ballentine Partners
Massachusetts
CCWM
929
Cassaday & Co Wealth Management
Virginia
RCAG
930
Rehmann Capital Advisory Group
Michigan
KCP
931
Kera Capital Partners
California
LCWP
932
Legacy Capital Wealth Partners
Arkansas
MWM
933
Mission Wealth Management
California
SWP
934
Sagespring Wealth Partners
Tennessee
FFA
935
Florida Financial Advisors
Florida
AWM
936
Adams Wealth Management
Utah
CI
937
CacheTech Inc
Utah
SOW
938
State of Wyoming
Wyoming
PCIA
939
Prime Capital Investment Advisors
Kansas
OC
940
Oarsman Capital
Wisconsin
Envestnet Portfolio Solutions
941
Envestnet Portfolio Solutions
Illinois
FFG
942
Fortem Financial Group
California
CSPIA
943
Cary Street Partners Investment Advisory
Virginia
PWPS
944
Pinnacle Wealth Planning Services
Ohio
DOA
945
D'Orazio & Associates
Virginia
OCBCO
946
Oversea-Chinese Banking Corp (OCBC)
Singapore
Jacobs Levy Equity Management
947
Jacobs Levy Equity Management
New Jersey
PFM
948
Patton Fund Management
Texas
JJBC
949
James J. Burns & Company
New York
FMLI
950
Fukoku Mutual Life Insurance
Japan