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