We are live on ! Find out more

897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$5.36M -$1.11M -2,660 -17%
AI
252
Atria Investments
North Carolina
$5.33M -$61.1K -146 -1%
Pathstone Holdings
253
Pathstone Holdings
New Jersey
$5.31M -$737K -1,761 -12%
SCM
254
Sterling Capital Management
North Carolina
$5.31M +$5.39M +12,874 +4,971%
Creative Planning
255
Creative Planning
Kansas
$5.11M +$504K +1,205 +11%
VCM
256
Voleon Capital Management
California
$5.05M -$5.31M -12,698 -50%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$5.03M +$481K +1,150 +10%
URS
258
Utah Retirement Systems
Utah
$5.01M -$33.5K -80 -0.6%
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$4.97M +$308K +735 +6%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$4.89M -$1.11M -2,664 -18%
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$4.8M +$248K +592 +5%
BAM
262
Bell Asset Management
Australia
$4.76M +$4.93M +11,782 New
Truist Financial
263
Truist Financial
North Carolina
$4.72M -$556K -1,329 -10%
NYLIM
264
New York Life Investment Management
New York
$4.64M +$66.1K +158 +1%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$4.62M +$860K +2,056 +22%
PFSRSONJ
266
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.61M +$189K +451 +4%
BFG
267
Berger Financial Group
Minnesota
$4.58M +$175K +419 +4%
EMPI
268
Elo Mutual Pension Insurance
Finland
$4.57M -$1.14M -2,713 -19%
TI
269
Tidal Investments
Wisconsin
$4.48M +$1.24M +2,958 +36%
OAM
270
OP Asset Management
$4.45M -$58.6K -140 -1%
ACM
271
Argent Capital Management
Missouri
$4.4M +$2.51K +6 +0.1%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$4.32M -$398K -950 -8%
XT
273
XTX Topco
Cayman Islands
$4.22M +$2.84M +6,780 +185%
TAM
274
Thematics Asset Management
France
$4.18M +$436K +1,043 +11%
EI
275
Ethic Inc
New York
$4.15M -$73.2K -175 -2%

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.