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