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