IT icon

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 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% 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
96
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 %
KeyBank National Association
376
KeyBank National Association
Ohio
$1.6M -$279K -691 -15%
AIP
377
Ameritas Investment Partners
Nebraska
$1.59M -$10.5K -26 -0.7%
GIBU
378
Gulf International Bank (UK)
United Kingdom
$1.58M -$281K -696 -15%
QCM
379
QRG Capital Management
Illinois
$1.54M -$19.8K -49 -1%
CCMINC
380
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.52M +$21K +52 +1%
STA
381
Shade Tree Advisors
New York
$1.51M +$1.51M +3,740 New
WF
382
Welch & Forbes
Massachusetts
$1.5M -$1.21K -3 -0.1%
BS
383
Banco Santander
Spain
$1.49M +$367K +908 +33%
NG
384
Norden Group
Utah
$1.48M -$38.8K -96 -3%
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$1.48M – – –
MSRPS
386
Maryland State Retirement & Pension System
Maryland
$1.47M +$47.7K +118 +3%
NA
387
NewEdge Advisors
Louisiana
$1.47M -$96.2K -238 -6%
Focus Partners Wealth
388
Focus Partners Wealth
Massachusetts
$1.47M +$326K +807 +29%
VA
389
Vident Advisory
Georgia
$1.46M -$137K -338 -9%
MGP
390
Metis Global Partners
California
$1.46M -$119K -294 -8%
DILIC
391
Dai-ichi Life Insurance Company
Japan
$1.46M -$508K -1,257 -26%
Commonwealth Equity Services
392
Commonwealth Equity Services
Massachusetts
$1.44M -$76.8K -190 -5%
SPA
393
Sherbrooke Park Advisers
New York
$1.43M +$567K +1,402 +66%
SGI
394
Summit Global Investments
Utah
$1.41M -$32.7K -81 -2%
NS
395
NBC Securities
Alabama
$1.4M +$43.6K +108 +3%
PCA
396
Pallas Capital Advisors
Massachusetts
$1.39M +$845K +2,091 +154%
GH
397
GAM Holding
Switzerland
$1.39M -$1.28M -3,160 -48%
OTL
398
Oak Thistle LLC
New York
$1.38M -$1.2M -2,961 -47%
FT
399
Fiduciary Trust
Massachusetts
$1.37M -$62.7K -155 -4%
KAS
400
Kestra Advisory Services
Texas
$1.35M +$62.3K +154 +5%
14 15
16
17 18