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
OCM
976
Osterweis Capital Management
California
PC
977
Promus Capital
Illinois
CWP
978
Clark Wealth Partners
Illinois
TCM
979
Tradewinds Capital Management
Washington
BC
980
Bayforest Capital
United Kingdom
BOJHT
981
Bank of Jackson Hole Trust
Wyoming
MYIA
982
Mount Yale Investment Advisors
Colorado
NC
983
NewSquare Capital
Pennsylvania
CSP
984
Cary Street Partners
Virginia
PFG
985
Putney Financial Group
California
GC
986
GFG Capital
Florida
GEA
987
Glen Eagle Advisors
New Jersey
WA
988
Whipplewood Advisors
Colorado
GC
989
Garde Capital
Washington
WIM
990
Westside Investment Management
California
PW
991
Pandora Wealth
Illinois
CWA
992
Carolina Wealth Advisors
South Carolina
SO
993
Sierra Ocean
California
LFA
994
LGT Financial Advisors
Texas
AS
995
Altshuler Shaham
Israel
AAS
996
Ameritas Advisory Services
Nebraska
BI
997
Binnacle Investments
Iowa
KIM
998
Kestra Investment Management
Texas
BAM
999
Bellevue Asset Management
Washington
DWM
1000
Dogwood Wealth Management
Kansas