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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
+$325M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$201M
3
SGA
Sustainable Growth Advisers
Connecticut
+$196M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$137M
5
UBS Group
UBS Group
Switzerland
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$462M
3
GIM
Generation Investment Management
United Kingdom
-$413M
4
Principal Financial Group
Principal Financial Group
Iowa
-$151M
5
Franklin Resources
Franklin Resources
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
326
Investment Management Corp of Ontario (IMCO)
Canada
$2.42M -$121K -300 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
327
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.41M +$2.04M +5,054 +552%
PA
328
PFG Advisors
Arizona
$2.38M +$340K +840 +17%
SSWM
329
Smith Salley Wealth Management
North Carolina
$2.38M +$146K +360 +7%
LCM
330
Landscape Capital Management
New Jersey
$2.36M +$2.36M +5,850 New
DGM
331
Delta Global Management
New York
$2.31M +$86.1K +213 +4%
MG
332
Markel Group
Virginia
$2.3M – – –
SPIA
333
Steward Partners Investment Advisory
New York
$2.26M -$38.4K -95 -2%
Lido Advisors
334
Lido Advisors
California
$2.24M +$965K +2,386 +76%
FAN
335
Financial Advisors Network
California
$2.23M +$183K +452 +9%
1832 Asset Management
336
1832 Asset Management
Ontario, Canada
$2.23M +$2.23M +5,519 New
AFS
337
Aft Forsyth & Sober
Florida
$2.22M +$80.8K +200 +4%
GAM
338
Generali Asset Management
Italy
$2.21M +$857K +2,119 +63%
A
339
AlphaQuest
New York
$2.21M +$537K +1,328 +32%
BAMF
340
BI Asset Management Fondsmaeglerselskab
Denmark
$2.19M -$3.27M -8,092 -60%
CCA
341
Covey Capital Advisors
Georgia
$2.16M -$2.43K -6 -0.1%
RS
342
R Squared
Hong Kong
$2.16M +$1.61M +3,990 +296%
MSU
343
Mizuho Securities USA
New York
$2.15M -$334K -827 -13%
Verition Fund Management
344
Verition Fund Management
Connecticut
$2.13M -$2.99M -7,404 -58%
VF
345
Virtu Financial
New York
$2.12M -$1.3M -3,221 -38%
AWA
346
Arete Wealth Advisors
Illinois
$2.1M -$2.43K -6 -0.1%
AIM
347
Achmea Investment Management
Netherlands
$2.09M -$5.07M -12,543 -71%
NAAA
348
New Age Alpha Advisors
New York
$2.06M -$429K -1,061 -17%
AF
349
Allworth Financial
California
$2.06M +$1.83M +4,523 +805%
VIM
350
Vinva Investment Management
Australia
$2.05M +$343K +852 +20%
12 13
14
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