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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 %
MFAM
351
Motley Fool Asset Management
Virginia
$2.03M +$249K +615 +14%
BC
352
Bridgefront Capital
Texas
$2.01M +$1.16M +2,862 +136%
CGH
353
Crossmark Global Holdings
Texas
$1.99M -$413K -1,022 -17%
MC
354
Machina Capital
France
$1.97M -$33.1K -82 -2%
KRS
355
Kentucky Retirement Systems
Kentucky
$1.95M -$128K -317 -6%
MP
356
McDonald Partners
Ohio
$1.95M -$40.4K -100 -2%
AIM
357
Aigen Investment Management
New York
$1.9M +$1.9M +4,701 New
AF
358
Avanza Fonder
Sweden
$1.87M +$1.87M +4,637 New
HIMCH
359
Hartford Investment Management Co (HIMCO)
Connecticut
$1.87M -$27.1K -67 -1%
BRCM
360
Bright Rock Capital Management
Massachusetts
$1.86M +$1.86M +4,600 New
SI
361
Sora Investors
Pennsylvania
$1.84M +$1.84M +4,554 New
YIH
362
Y-Intercept (HK)
Hong Kong
$1.84M -$590K -1,460 -24%
CWM
363
Connecticut Wealth Management
Connecticut
$1.84M – – –
AIM
364
Aurora Investment Managers
Florida
$1.83M – – –
BF
365
BOK Financial
Oklahoma
$1.81M +$125K +310 +7%
CG
366
Cynosure Group
Utah
$1.8M +$457K +1,130 +34%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$1.79M -$2.02K -5 -0.1%
PAM
368
Panagora Asset Management
Massachusetts
$1.79M -$69.1K -171 -4%
NB
369
Norinchukin Bank
Japan
$1.7M +$137K +338 +9%
AWA
370
Arkadios Wealth Advisors
Georgia
$1.69M -$1.1M -2,725 -40%
UF
371
Univest Financial
Pennsylvania
$1.68M -$255K -632 -13%
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$1.66M – – –
CPCPP
373
Canada Post Corporation Pension Plan
Canada
$1.65M +$1.65M +4,071 New
PWG
374
Portside Wealth Group
Utah
$1.63M -$82.5K -204 -5%
SAM
375
Securian Asset Management
Minnesota
$1.62M -$40.4K -100 -2%
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15
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