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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 %
OTL
326
Oak Thistle LLC
New York
$2.67M +$2.67M +6,364 New
US Bancorp
327
US Bancorp
Minnesota
$2.64M -$162K -385 -6%
IMCOOI
328
Investment Management Corp of Ontario (IMCO)
Canada
$2.64M +$2.64M +6,291 New
TAF
329
Tredje AP-fonden
Sweden
$2.63M – – –
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$2.6M -$168K -400 -6%
NAAA
331
New Age Alpha Advisors
New York
$2.59M +$225K +536 +10%
MSU
332
Mizuho Securities USA
New York
$2.58M -$487K -1,160 -16%
CAU
333
Caxton Associates (UK)
$2.54M +$2.54M +6,046 New
YIH
334
Y-Intercept (HK)
Hong Kong
$2.52M +$2.52M +6,009 New
QP
335
Quartz Partners
New York
$2.52M +$578K +1,376 +30%
CGH
336
Crossmark Global Holdings
Texas
$2.49M -$1.14M -2,713 -31%
TRSOTSOK
337
Teachers Retirement System of the State of Kentucky
Kentucky
$2.47M +$71.4K +170 +3%
AFA
338
Abacus FCF Advisors
Florida
$2.44M -$999K -2,380 -29%
PCM
339
Prana Capital Management
Connecticut
$2.42M -$13.7M -32,625 -85%
MG
340
Markel Group
Virginia
$2.39M – – –
SPIA
341
Steward Partners Investment Advisory
New York
$2.39M -$101K -241 -4%
BCV
342
Banque Cantonale Vaudoise
Switzerland
$2.38M +$2.38M +5,681 New
SSWM
343
Smith Salley Wealth Management
North Carolina
$2.32M +$114K +272 +5%
DGM
344
Delta Global Management
New York
$2.3M +$2.3M +5,490 New
IC
345
IEQ Capital
California
$2.29M -$460K -1,095 -17%
Hudson Bay Capital Management
346
Hudson Bay Capital Management
Connecticut
$2.27M +$2.27M +5,408 New
CCA
347
Covey Capital Advisors
Georgia
$2.25M -$2.52K -6 -0.1%
AFS
348
Aft Forsyth & Sober
Florida
$2.22M +$21K +50 +1%
JF
349
Jump Financial
Illinois
$2.22M +$1.62M +3,849 +266%
PA
350
Paralel Advisors
Colorado
$2.21M – – –
12 13
14
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