We are live on ! Find out more

712 hedge funds and large institutions have $11.9B invested in Gartner in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 277 increasing their positions, 241 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $109M | Put options by funds: $49.4M

15% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 241

4.19% more ownership

Funds ownership: 102.82%107.01% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

12% less funds holding

Funds holding: 812712 (-100)

40% less capital invested

Capital invested by funds: $19.9B → $11.9B (-$7.93B)

46% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 179

Holders
712
Holders Change
-100
Holders Change %
-12.32%
% of All Funds
8.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
97
Increased
277
Reduced
241
Closed
179
Calls
$109M
Puts
$49.4M
Net Calls
+$60.1M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.09B -$19.3M -104,626 -1%
BAMCO Inc
2
BAMCO Inc
New York
$937M +$314M +1,704,659 +40%
IFP
3
Independent Franchise Partners
United Kingdom
$728M +$238M +1,292,205 +39%
VCM
4
Vanguard Capital Management
Pennsylvania
$707M +$822M +4,468,135 New
VPM
5
Vanguard Portfolio Management
Pennsylvania
$585M +$680M +3,693,957 New
AQR Capital Management
6
AQR Capital Management
Connecticut
$565M +$308M +1,675,259 +89%
State Street
7
State Street
Massachusetts
$517M -$26.3M -142,982 -4%
Harris Associates
8
Harris Associates
Illinois
$497M +$400M +2,171,790 +225%
Morgan Stanley
9
Morgan Stanley
New York
$376M -$21.7M -117,897 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$349M -$1.09M -5,910 -0.3%
Capital International Investors
11
Capital International Investors
California
$320M -$365M -1,981,254 -49%
Invesco
12
Invesco
Georgia
$320M +$116M +632,784 +46%
Goldman Sachs
13
Goldman Sachs
New York
$281M +$92M +499,801 +39%
Federated Hermes
14
Federated Hermes
Pennsylvania
$268M +$304M +1,650,402 +4,113%
Two Sigma Investments
15
Two Sigma Investments
New York
$178M +$151M +821,451 +269%
Deutsche Bank
16
Deutsche Bank
Germany
$172M -$18M -97,982 -8%
UBS Group
17
UBS Group
Switzerland
$162M +$27.2M +147,836 +17%
JP Morgan Chase
18
JP Morgan Chase
New York
$139M +$51.9M +282,045 +48%
Northern Trust
19
Northern Trust
Illinois
$138M -$10.8M -58,723 -6%
Bank of America
20
Bank of America
North Carolina
$123M +$53.4M +290,499 +60%
UBS AM
21
UBS AM
Illinois
$122M +$26.7M +145,287 +23%
BCIM
22
Black Creek Investment Management
Ontario, Canada
$101M +$115M +626,858 +6,329%
MAM
23
Madison Asset Management
Wisconsin
$97.1M -$11.4M -62,141 -9%
Legal & General Group
24
Legal & General Group
United Kingdom
$93.5M -$2.6M -14,128 -2%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$79.1M +$7.52M +40,864 +9%