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