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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
FDP
301
Financiere des Professionnels
Quebec, Canada
$1.71M -$37.9K -130 -2%
AWA
302
Arkadios Wealth Advisors
Georgia
$1.71M +$675K +2,316 +56%
IIM
303
INTECH Investment Management
Florida
$1.7M -$2.14M -7,330 -53%
Verition Fund Management
304
Verition Fund Management
Connecticut
$1.69M +$331K +1,134 +21%
BS
305
Banco Santander
Spain
$1.68M +$795K +2,725 +74%
TRCT
306
Tower Research Capital (TRC)
New York
$1.68M +$1.01M +3,447 +118%
AIM
307
Aigen Investment Management
New York
$1.65M +$462K +1,584 +34%
AI
308
Atria Investments
North Carolina
$1.64M -$2.02M -6,938 -53%
CGH
309
Crossmark Global Holdings
Texas
$1.64M +$386K +1,322 +27%
UF
310
Univest Financial
Pennsylvania
$1.64M +$601K +2,062 +50%
N
311
Numerai
California
$1.63M -$3.14M -10,751 -63%
MGWM
312
Marks Group Wealth Management
Minnesota
$1.62M -$183K -627 -9%
CGPCS
313
Capital Group Private Client Services
California
$1.62M +$1.79M +6,154 New
FAN
314
Financial Advisors Network
California
$1.61M +$171K +587 +11%
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$1.59M
BFA
316
Buttonwood Financial Advisors
Maryland
$1.58M +$1.75M +6,013 New
CS
317
Candriam SCA
Luxembourg
$1.57M -$246K -844 -12%
PCA
318
Pallas Capital Advisors
Massachusetts
$1.56M +$729K +2,500 +73%
Focus Partners Wealth
319
Focus Partners Wealth
Massachusetts
$1.56M +$718K +2,462 +68%
DFCM
320
Dark Forest Capital Management
Puerto Rico
$1.56M +$1.73M +5,925 New
HCMT
321
Highland Capital Management (Tennessee)
Tennessee
$1.5M +$1.67M +5,715 New
MFG
322
Merit Financial Group
Georgia
$1.49M +$912K +3,126 +122%
VCM
323
Voleon Capital Management
California
$1.47M -$2.01M -6,904 -55%
US Bancorp
324
US Bancorp
Minnesota
$1.45M -$207K -711 -11%
STA
325
Summit Trail Advisors
New York
$1.45M +$1.6M +5,498 New

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.