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Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$325M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$201M
3
SGA
Sustainable Growth Advisers
Connecticut
+$196M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$137M
5
UBS Group
UBS Group
Switzerland
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$462M
3
GIM
Generation Investment Management
United Kingdom
-$413M
4
Principal Financial Group
Principal Financial Group
Iowa
-$151M
5
Franklin Resources
Franklin Resources
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$5.11M +$487K +1,205 +11%
VCM
252
Voleon Capital Management
California
$5.05M -$5.13M -12,698 -50%
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$5.03M +$465K +1,150 +10%
URS
254
Utah Retirement Systems
Utah
$5.01M -$32.3K -80 -0.6%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$4.97M +$297K +735 +6%
BCIM
256
British Columbia Investment Management
British Columbia, Canada
$4.89M -$1.08M -2,664 -18%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$4.8M +$239K +592 +5%
BAM
258
Bell Asset Management
Australia
$4.76M +$4.76M +11,782 New
Truist Financial
259
Truist Financial
North Carolina
$4.72M -$537K -1,329 -10%
NYLIM
260
New York Life Investment Management
New York
$4.64M +$63.9K +158 +1%
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$4.62M +$831K +2,056 +22%
PFSRSONJ
262
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.61M +$182K +451 +4%
BFG
263
Berger Financial Group
Minnesota
$4.58M +$169K +419 +4%
EMPI
264
Elo Mutual Pension Insurance
Finland
$4.57M -$1.1M -2,713 -19%
TI
265
Tidal Investments
Wisconsin
$4.48M +$1.2M +2,958 +36%
ACM
266
Argent Capital Management
Missouri
$4.4M +$2.43K +6 +0.1%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$4.32M -$384K -950 -8%
XT
268
XTX Topco
Cayman Islands
$4.22M +$2.74M +6,780 +185%
TAM
269
Thematics Asset Management
France
$4.18M +$422K +1,043 +11%
EI
270
Ethic Inc
New York
$4.15M -$70.5K -175 -2%
SGA
271
Strategic Global Advisors
California
$4M +$240K +593 +6%
ETC
272
Exchange Traded Concepts
Oklahoma
$3.96M +$540K +1,336 +16%
NAM
273
Nissay Asset Management
Japan
$3.95M -$25.5K -63 -0.6%
Janney Montgomery Scott
274
Janney Montgomery Scott
Pennsylvania
$3.93M +$87.7K +217 +2%
GLAM
275
Gardner Lewis Asset Management
Pennsylvania
$3.92M -$20.2K -50 -0.5%
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