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
SOW
951
State of Wyoming
Wyoming
PCIA
952
Prime Capital Investment Advisors
Kansas
OC
953
Oarsman Capital
Wisconsin
Envestnet Portfolio Solutions
954
Envestnet Portfolio Solutions
Illinois
FFG
955
Fortem Financial Group
California
CSPIA
956
Cary Street Partners Investment Advisory
Virginia
PWPS
957
Pinnacle Wealth Planning Services
Ohio
DOA
958
D'Orazio & Associates
Virginia
OCBCO
959
Oversea-Chinese Banking Corp (OCBC)
Singapore
Jacobs Levy Equity Management
960
Jacobs Levy Equity Management
New Jersey
PFM
961
Patton Fund Management
Texas
JJBC
962
James J. Burns & Company
New York
HCM
963
Howard Capital Management
Georgia
FMLI
964
Fukoku Mutual Life Insurance
Japan
CPA
965
Court Place Advisors
Maryland
BIM
966
Bridges Investment Management
Nebraska
OAM
967
Oxford Asset Management
United Kingdom
CIA
968
Concurrent Investment Advisors
Florida
AIFAIM
969
American Institute for Advanced Investment Management
Arizona
TWM
970
Tradition Wealth Management
Minnesota
QL
971
Quarry LP
New York
BOTPPF
972
Board of the Pension Protection Fund
United Kingdom
GM
973
GeoWealth Management
Illinois
HAI
974
Hennessy Advisors Inc
California
OWA
975
Opal Wealth Advisors
New York