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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 %
AWA
351
Arete Wealth Advisors
Illinois
$2.18M +$839 +2 +0%
KRS
352
Kentucky Retirement Systems
Kentucky
$2.16M -$62.5K -149 -3%
SIC
353
Salem Investment Counselors
North Carolina
$2.15M – – –
FAN
354
Financial Advisors Network
California
$2.13M +$1.71M +4,085 +412%
PA
355
PFG Advisors
Arizona
$2.12M +$589K +1,404 +38%
Osaic Holdings
356
Osaic Holdings
Arizona
$2.12M -$2.18M -5,183 -51%
Mercer Global Advisors
357
Mercer Global Advisors
Colorado
$2.12M +$248K +592 +13%
MC
358
Machina Capital
France
$2.08M +$320K +762 +18%
MP
359
McDonald Partners
Ohio
$2.07M -$126K -300 -6%
DILIC
360
Dai-ichi Life Insurance Company
Japan
$2.04M – – –
UF
361
Univest Financial
Pennsylvania
$2.01M -$735K -1,751 -27%
NRD
362
Nebula Research & Development
New York
$2M -$364K -867 -15%
HIMCH
363
Hartford Investment Management Co (HIMCO)
Connecticut
$1.97M -$34.8K -83 -2%
KeyBank National Association
364
KeyBank National Association
Ohio
$1.95M -$24.8K -59 -1%
PAM
365
Panagora Asset Management
Massachusetts
$1.93M +$39K +93 +2%
GIBU
366
Gulf International Bank (UK)
United Kingdom
$1.93M -$667K -1,590 -26%
FRM
367
Fox Run Management
Connecticut
$1.91M +$1.26M +2,995 +192%
CWM
368
Connecticut Wealth Management
Connecticut
$1.91M -$24.3K -58 -1%
AIM
369
Aurora Investment Managers
Florida
$1.9M +$9.65K +23 +0.5%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$1.86M -$102K -244 -5%
SBIA
371
Sheaff Brock Investment Advisors
Indiana
$1.85M -$10.1K -24 -0.5%
MFAM
372
Motley Fool Asset Management
Virginia
$1.85M +$100K +239 +6%
HWM
373
Hohimer Wealth Management
Washington
$1.84M +$1.84M +4,394 New
VIM
374
Vinva Investment Management
Australia
$1.78M -$491K -1,175 -22%
PWG
375
Portside Wealth Group
Utah
$1.77M -$42K -100 -2%
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