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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 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-26
Holders Change %
-2.86%
% 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
97
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
$3.07B
2
AQR Capital Management
AQR Capital Management
Connecticut
$267M
3
SGA
Sustainable Growth Advisers
Connecticut
$470M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$276M
5
UBS Group
UBS Group
Switzerland
$269M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$753M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$243M
3
GIM
Generation Investment Management
United Kingdom
$129M
4
Principal Financial Group
Principal Financial Group
Iowa
$656M
5
Franklin Resources
Franklin Resources
California
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
CIBC World Markets
New York
$3.91M +$160K +396 +4%
Janus Henderson Group
277
Janus Henderson Group
United Kingdom
$3.85M -$491K -1,214 -11%
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$3.82M +$1.32M +3,261 +53%
EF
279
Empowered Funds
Pennsylvania
$3.79M +$816K +2,018 +27%
YCM
280
Yousif Capital Management
Michigan
$3.75M -$27.9K -69 -0.7%
Neuberger Berman Group
281
Neuberger Berman Group
New York
$3.71M -$36.4M -90,064 -91%
CB
282
Commerce Bank
Missouri
$3.69M +$93.8K +232 +3%
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.63M +$123K +304 +4%
TC
284
TownSquare Capital
Utah
$3.61M -$9.97M -24,659 -73%
MOACM
285
Mutual of America Capital Management
New York
$3.57M -$43.7K -108 -1%
LA
286
LBP AM
France
$3.49M -$718K -1,776 -17%
FCM
287
Fieldview Capital Management
Michigan
$3.46M +$1.94M +4,797 +127%
MWM
288
Moran Wealth Management
Florida
$3.45M -$7.54M -18,660 -69%
AA
289
Ancora Advisors
Ohio
$3.45M -$55K -136 -2%
ET
290
Entropy Technologies
New York
$3.44M +$2.84M +7,022 +468%
ACB
291
Aristotle Capital Boston
Massachusetts
$3.43M -$648K -1,604 -16%
VPIM
292
Vanguard Personalized Indexing Management
California
$3.43M +$56.6K +140 +2%
KIA
293
Knollwood Investment Advisory
Maryland
$3.41M – – –
SCM
294
Shelton Capital Management
Colorado
$3.36M -$5.66K -14 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
295
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.36M -$2.27M -5,612 -40%
EAM
296
Eukles Asset Management
Ohio
$3.33M +$129K +318 +4%
PGCM
297
Prescott Group Capital Management
Oklahoma
$3.27M +$131K +325 +4%
KCM
298
Kendall Capital Management
Maryland
$3.16M +$44.5K +110 +1%
P
299
&Partners
Tennessee
$3.15M +$500K +1,238 +19%
TAMH
300
Taikang Asset Management (HK)
Hong Kong
$3.13M +$429K +1,062 +16%
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