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
SGA
276
Strategic Global Advisors
California
$4M +$248K +593 +6%
ETC
277
Exchange Traded Concepts
Oklahoma
$3.96M +$559K +1,336 +16%
NAM
278
Nissay Asset Management
Japan
$3.95M -$26.4K -63 -0.6%
Janney Montgomery Scott
279
Janney Montgomery Scott
Pennsylvania
$3.93M +$90.8K +217 +2%
GLAM
280
Gardner Lewis Asset Management
Pennsylvania
$3.92M -$20.9K -50 -0.5%
CWM
281
CIBC World Markets
New York
$3.91M +$166K +396 +4%
Janus Henderson Group
282
Janus Henderson Group
United Kingdom
$3.85M -$508K -1,214 -11%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$3.82M +$1.36M +3,261 +53%
EF
284
Empowered Funds
Pennsylvania
$3.79M +$844K +2,018 +27%
YCM
285
Yousif Capital Management
Michigan
$3.75M -$28.9K -69 -0.7%
Neuberger Berman Group
286
Neuberger Berman Group
New York
$3.71M -$37.7M -90,064 -91%
CB
287
Commerce Bank
Missouri
$3.69M +$97.1K +232 +3%
FDCDDQ
288
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.63M +$127K +304 +4%
TC
289
TownSquare Capital
Utah
$3.61M -$10.3M -24,659 -73%
MOACM
290
Mutual of America Capital Management
New York
$3.57M -$45.2K -108 -1%
LA
291
LBP AM
France
$3.49M -$743K -1,776 -17%
FCM
292
Fieldview Capital Management
Michigan
$3.46M +$2.01M +4,797 +127%
MWM
293
Moran Wealth Management
Florida
$3.45M -$7.81M -18,660 -69%
AA
294
Ancora Advisors
Ohio
$3.45M -$56.9K -136 -2%
ET
295
Entropy Technologies
New York
$3.44M +$2.94M +7,022 +468%
ACB
296
Aristotle Capital Boston
Massachusetts
$3.43M -$671K -1,604 -16%
VPIM
297
Vanguard Personalized Indexing Management
California
$3.43M +$58.6K +140 +2%
KIA
298
Knollwood Investment Advisory
Maryland
$3.41M
SCM
299
Shelton Capital Management
Colorado
$3.36M -$5.86K -14 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
300
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.36M -$2.35M -5,612 -40%

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.