791 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 220 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: 220

Holders
791
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
BMCM
926
Burns Matteson Capital Management
New York
HKIMG
927
Hutchens & Kramer Investment Management Group
Indiana
BWM
928
Baron Wealth Management
Michigan
LAM
929
Lakewood Asset Management
Illinois
DE
930
Diversified Enterprises
Delaware
MWM
931
MinichMacGregor Wealth Management
New York
OPCM
932
Osborne Partners Capital Management
California
CP
933
Castleview Partners
Texas
FTWA
934
Fifth Third Wealth Advisors
Ohio
TA
935
Tectonic Advisors
Texas
GWP
936
Gen-Wealth Partners
Michigan
CAM
937
Claret Asset Management
Quebec, Canada
TCBWMS
938
Texas Capital Bank Wealth Management Services
Texas
MPM
939
MBB Public Markets
Illinois
BP
940
Ballentine Partners
Massachusetts
CCWM
941
Cassaday & Co Wealth Management
Virginia
RCAG
942
Rehmann Capital Advisory Group
Michigan
KP
943
Keel Point
Alabama
KCP
944
Kera Capital Partners
California
LCWP
945
Legacy Capital Wealth Partners
Arkansas
SWP
946
Sagespring Wealth Partners
Tennessee
MWM
947
Mission Wealth Management
California
FFA
948
Florida Financial Advisors
Florida
AWM
949
Adams Wealth Management
Utah
CI
950
CacheTech Inc
Utah