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
HCM
951
Howard Capital Management
Georgia
CPA
952
Court Place Advisors
Maryland
BIM
953
Bridges Investment Management
Nebraska
OAM
954
Oxford Asset Management
United Kingdom
CIA
955
Concurrent Investment Advisors
Florida
AIFAIM
956
American Institute for Advanced Investment Management
Arizona
TWM
957
Tradition Wealth Management
Minnesota
QL
958
Quarry LP
New York
BOTPPF
959
Board of the Pension Protection Fund
United Kingdom
GM
960
GeoWealth Management
Illinois
HAI
961
Hennessy Advisors Inc
California
OWA
962
Opal Wealth Advisors
New York
OCM
963
Osterweis Capital Management
California
PC
964
Promus Capital
Illinois
TCM
965
Tradewinds Capital Management
Washington
BC
966
Bayforest Capital
United Kingdom
BOJHT
967
Bank of Jackson Hole Trust
Wyoming
MYIA
968
Mount Yale Investment Advisors
Colorado
NC
969
NewSquare Capital
Pennsylvania
CSP
970
Cary Street Partners
Virginia
PFG
971
Putney Financial Group
California
GC
972
GFG Capital
Florida
WA
973
Whipplewood Advisors
Colorado
GEA
974
Glen Eagle Advisors
New Jersey
WIM
975
Westside Investment Management
California