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, 250 increasing their positions, 313 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
NC
976
NewSquare Capital
Pennsylvania
CSP
977
Cary Street Partners
Virginia
PFG
978
Putney Financial Group
California
GC
979
GFG Capital
Florida
GEA
980
Glen Eagle Advisors
New Jersey
WA
981
Whipplewood Advisors
Colorado
GC
982
Garde Capital
Washington
WIM
983
Westside Investment Management
California
PW
984
Pandora Wealth
Illinois
SO
985
Sierra Ocean
California
CWA
986
Carolina Wealth Advisors
South Carolina
AS
987
Altshuler Shaham
Israel
LFA
988
LGT Financial Advisors
Texas
AAS
989
Ameritas Advisory Services
Nebraska
BI
990
Binnacle Investments
Iowa
KIM
991
Kestra Investment Management
Texas
BAM
992
Bellevue Asset Management
Washington
DWM
993
Dogwood Wealth Management
Kansas
SC
994
Stephens Consulting
Michigan
FMP
995
Financial Management Professionals
Texas
WCM
996
WealthTrak Capital Management
Virginia
HIA
997
HFM Investment Advisors
New Jersey
HWP
998
Highline Wealth Partners
California
WWM
999
Wolff Wiese Magana
California
BHWM
1000
Beaird Harris Wealth Management
Texas