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
BWM
926
Baron Wealth Management
Michigan
LAM
927
Lakewood Asset Management
Illinois
DE
928
Diversified Enterprises
Delaware
MWM
929
MinichMacGregor Wealth Management
New York
OPCM
930
Osborne Partners Capital Management
California
CP
931
Castleview Partners
Texas
FTWA
932
Fifth Third Wealth Advisors
Ohio
TA
933
Tectonic Advisors
Texas
GWP
934
Gen-Wealth Partners
Michigan
CAM
935
Claret Asset Management
Quebec, Canada
TCBWMS
936
Texas Capital Bank Wealth Management Services
Texas
MPM
937
MBB Public Markets
Illinois
BP
938
Ballentine Partners
Massachusetts
CCWM
939
Cassaday & Co Wealth Management
Virginia
RCAG
940
Rehmann Capital Advisory Group
Michigan
KCP
941
Kera Capital Partners
California
KP
942
Keel Point
Alabama
LCWP
943
Legacy Capital Wealth Partners
Arkansas
SWP
944
Sagespring Wealth Partners
Tennessee
MWM
945
Mission Wealth Management
California
FFA
946
Florida Financial Advisors
Florida
AWM
947
Adams Wealth Management
Utah
CI
948
CacheTech Inc
Utah
SOW
949
State of Wyoming
Wyoming
PCIA
950
Prime Capital Investment Advisors
Kansas