We are live on ! Find out more

793 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 255 increasing their positions, 315 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $70.9M

0.47% less ownership

Funds ownership: 95.74%95.27% (-0.47%)

12% less funds holding

Funds holding: 897793 (-104)

19% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 315

36% less capital invested

Capital invested by funds: $29.8B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
793
Holders Change
-104
Holders Change %
-11.59%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
130
Increased
255
Reduced
315
Closed
220
Calls
$81.5M
Puts
$70.9M
Net Calls
+$10.7M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
276
Yousif Capital Management
Michigan
$2.36M -$85.7K -294 -3%
CB
277
Commerce Bank
Missouri
$2.36M -$47K -161 -2%
LA
278
LBP AM
France
$2.33M +$65.6K +225 +3%
Pathstone Holdings
279
Pathstone Holdings
New Jersey
$2.32M -$1.21M -4,136 -32%
Public Sector Pension Investment Board (PSP Investments)
280
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.32M -$2.88M -9,868 -53%
OPERF
281
Oregon Public Employees Retirement Fund
Oregon
$2.28M +$595K +2,040 +31%
EAM
282
Eukles Asset Management
Ohio
$2.27M +$120K +410 +5%
Credit Agricole
283
Credit Agricole
France
$2.24M +$2.48M +8,504 New
KIA
284
Knollwood Investment Advisory
Maryland
$2.21M -$7K -24 -0.3%
Neuberger Berman Group
285
Neuberger Berman Group
New York
$2.19M -$251K -861 -9%
SCM
286
Shelton Capital Management
Colorado
$2.19M
MOACM
287
Mutual of America Capital Management
New York
$2.16M -$180K -616 -7%
Mercer Global Advisors
288
Mercer Global Advisors
Colorado
$2.11M +$508K +1,742 +28%
ACB
289
Aristotle Capital Boston
Massachusetts
$2.09M -$161K -551 -6%
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M -$320K -1,097 -12%
Nordea Investment Management
291
Nordea Investment Management
Sweden
$2.02M +$165K +566 +8%
KCM
292
Kendall Capital Management
Maryland
$2.02M -$35K -120 -2%
Lido Advisors
293
Lido Advisors
California
$2.01M +$619K +2,124 +38%
Bank Julius Baer & Co
294
Bank Julius Baer & Co
Switzerland
$1.97M -$8.11M -27,810 -79%
LTAS
295
Linden Thomas Advisory Services
North Carolina
$1.95M -$16K -55 -0.7%
Robeco Institutional Asset Management
296
Robeco Institutional Asset Management
Netherlands
$1.93M -$2.32M -7,958 -52%
Public Employees Retirement Association of Colorado
297
Public Employees Retirement Association of Colorado
Colorado
$1.93M
Osaic Holdings
298
Osaic Holdings
Arizona
$1.87M +$281K +964 +15%
AF
299
Avanza Fonder
Sweden
$1.86M +$712K +2,441 +53%
P
300
&Partners
Tennessee
$1.83M -$267K -917 -12%

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2025, worth a combined $18.9B — down 36% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of IT and 130 opened new positions — a net loss of 90 holders — while 315 trimmed existing stakes and 255 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $932M. The largest seller was Principal Financial Group, cutting an estimated $445M.

  • 793 institutional investors held Gartner (IT) as of Q3 2025, down from 897 in Q2 2025.
  • Funds reported $18.9B of Gartner stock for Q3 2025, down 36% quarter-over-quarter.
  • 130 funds opened new Gartner positions in Q3 2025 and 220 closed out, a net change of -90 holders.
  • The largest Gartner buyer in Q3 2025 was Independent Franchise Partners, an estimated $932M added.
  • The largest Gartner seller in Q3 2025 was Principal Financial Group, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2025.