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Gartner
IT

Overview Fund Activity

909 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-30
Holders Change %
-3.19%
% of All Funds
12.35%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
92
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$448M
2
Two Sigma Investments
Two Sigma Investments
New York
$220M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$220M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
5
First Trust Advisors
First Trust Advisors
Illinois
$150M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$732M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$396M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Morgan Stanley
Morgan Stanley
New York
$825M
5
AI
Axiom Investors
Connecticut
$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Shelton Capital Management
Colorado
$3.5M – – –
VPIM
302
Vanguard Personalized Indexing Management
California
$3.5M +$120K +285 +4%
TI
303
Tidal Investments
Wisconsin
$3.41M +$254K +605 +8%
Marshall Wace
304
Marshall Wace
United Kingdom
$3.35M +$176K +419 +6%
EAM
305
Eukles Asset Management
Ohio
$3.32M +$370K +881 +13%
PGCM
306
Prescott Group Capital Management
Oklahoma
$3.26M +$239K +570 +8%
KCM
307
Kendall Capital Management
Maryland
$3.23M +$119K +283 +4%
LTAS
308
Linden Thomas Advisory Services
North Carolina
$3.19M +$31.5K +75 +1%
Public Employees Retirement Association of Colorado
309
Public Employees Retirement Association of Colorado
Colorado
$3.16M – – –
DLA
310
Douglas Lane & Associates
New York
$3.14M -$104K -248 -3%
SFM
311
Signet Financial Management
New Jersey
$3.13M +$8.4K +20 +0.3%
EF
312
Empowered Funds
Pennsylvania
$3.08M -$483K -1,150 -14%
Simplex Trading
313
Simplex Trading
Illinois
$3M +$2.88M +6,856 +2,301%
DFCM
314
Dark Forest Capital Management
Puerto Rico
$2.97M +$2.57M +6,125 +639%
RIM
315
Rakuten Investment Management
Japan
$2.94M +$2.94M +7,030 New
AWA
316
Arkadios Wealth Advisors
Georgia
$2.89M +$1.83M +4,352 +171%
SPS
317
Susquehanna Portfolio Strategies
Pennsylvania
$2.85M +$2.85M +6,800 New
CS
318
Candriam SCA
Luxembourg
$2.82M -$423K -1,008 -13%
TAMH
319
Taikang Asset Management (HK)
Hong Kong
$2.81M +$648K +1,545 +30%
MGWM
320
Marks Group Wealth Management
Minnesota
$2.8M +$76K +181 +3%
GH
321
GAM Holding
Switzerland
$2.77M +$644K +1,535 +30%
P
322
&Partners
Tennessee
$2.75M -$120K -287 -4%
OPERF
323
Oregon Public Employees Retirement Fund
Oregon
$2.74M -$42K -100 -2%
Nordea Investment Management
324
Nordea Investment Management
Sweden
$2.72M -$131K -314 -5%
OIAM
325
OFI Invest Asset Management
France
$2.7M -$53.2K -137 -2%
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