785 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 251 increasing their positions, 312 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)

40% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 219

Holders
785
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
OPCM
926
Osborne Partners Capital Management
California
CP
927
Castleview Partners
Texas
FTWA
928
Fifth Third Wealth Advisors
Ohio
TA
929
Tectonic Advisors
Texas
GWP
930
Gen-Wealth Partners
Michigan
CAM
931
Claret Asset Management
Quebec, Canada
TCBWMS
932
Texas Capital Bank Wealth Management Services
Texas
MPM
933
MBB Public Markets
Illinois
BP
934
Ballentine Partners
Massachusetts
RCAG
935
Rehmann Capital Advisory Group
Michigan
CCWM
936
Cassaday & Co Wealth Management
Virginia
KCP
937
Kera Capital Partners
California
KP
938
Keel Point
Alabama
LCWP
939
Legacy Capital Wealth Partners
Arkansas
SWP
940
Sagespring Wealth Partners
Tennessee
MWM
941
Mission Wealth Management
California
FFA
942
Florida Financial Advisors
Florida
CI
943
CacheTech Inc
Utah
AWM
944
Adams Wealth Management
Utah
SOW
945
State of Wyoming
Wyoming
PCIA
946
Prime Capital Investment Advisors
Kansas
OC
947
Oarsman Capital
Wisconsin
Envestnet Portfolio Solutions
948
Envestnet Portfolio Solutions
Illinois
FFG
949
Fortem Financial Group
California
CSPIA
950
Cary Street Partners Investment Advisory
Virginia