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793 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, 255 increasing their positions, 315 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $70.9M

0.47% less ownership

Funds ownership: 95.74%95.27% (-0.47%)

12% less funds holding

Funds holding: 897793 (-104)

19% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 315

36% less capital invested

Capital invested by funds: $29.8B → $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
793
Holders Change
-104
Holders Change %
-11.59%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
130
Increased
255
Reduced
315
Closed
220
Calls
$81.5M
Puts
$70.9M
Net Calls
+$10.7M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.65B +$149M +509,902 +5%
BlackRock
2
BlackRock
New York
$2B +$11.1M +38,138 +0.5%
BAMCO Inc
3
BAMCO Inc
New York
$1.14B +$195M +669,352 +18%
State Street
4
State Street
Massachusetts
$923M +$28.2M +96,809 +3%
IFP
5
Independent Franchise Partners
United Kingdom
$840M +$932M +3,196,127 New
Capital International Investors
6
Capital International Investors
California
$820M +$910M +3,119,843 New
Morgan Stanley
7
Morgan Stanley
New York
$620M +$121M +416,533 +21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$587M -$5.77M -19,782 -0.9%
SGA
9
Sustainable Growth Advisers
Connecticut
$386M +$89M +305,258 +26%
Invesco
10
Invesco
Georgia
$358M +$132M +451,895 +50%
AQR Capital Management
11
AQR Capital Management
Connecticut
$326M +$171M +585,766 +89%
Deutsche Bank
12
Deutsche Bank
Germany
$278M +$222M +761,216 +256%
Northern Trust
13
Northern Trust
Illinois
$256M +$766K +2,628 +0.3%
Goldman Sachs
14
Goldman Sachs
New York
$246M -$61.4M -210,512 -18%
JP Morgan Chase
15
JP Morgan Chase
New York
$241M -$65.2M -223,506 -20%
Bessemer Group
16
Bessemer Group
New Jersey
$240M +$50M +171,276 +23%
UBS Group
17
UBS Group
Switzerland
$228M +$59.4M +203,540 +31%
MAM
18
Madison Asset Management
Wisconsin
$188M +$3.79M +12,998 +2%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$187M +$125M +428,089 +151%
UBS AM
20
UBS AM
Illinois
$173M -$53.6M -183,698 -22%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$169M -$5.96M -20,437 -3%
Legal & General Group
22
Legal & General Group
United Kingdom
$164M +$5.18M +17,745 +3%
Bank of America
23
Bank of America
North Carolina
$149M -$67M -229,864 -29%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$148M +$25M +85,650 +18%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$143M +$23.9M +81,921 +18%