We are live on ! Find out more

897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
376
Arkadios Wealth Advisors
Georgia
$1.69M -$1.14M -2,725 -40%
UF
377
Univest Financial
Pennsylvania
$1.68M -$264K -632 -13%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$1.66M
CPCPP
379
Canada Post Corporation Pension Plan
Canada
$1.65M +$1.7M +4,071 New
PWG
380
Portside Wealth Group
Utah
$1.63M -$85.4K -204 -5%
SAM
381
Securian Asset Management
Minnesota
$1.62M -$41.8K -100 -2%
KeyBank National Association
382
KeyBank National Association
Ohio
$1.6M -$289K -691 -15%
AIP
383
Ameritas Investment Partners
Nebraska
$1.59M -$10.9K -26 -0.7%
GIBU
384
Gulf International Bank (UK)
United Kingdom
$1.57M -$291K -696 -15%
QCM
385
QRG Capital Management
Illinois
$1.54M -$20.5K -49 -1%
CCMINC
386
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.52M +$21.8K +52 +1%
STA
387
Shade Tree Advisors
New York
$1.51M +$1.56M +3,740 New
WF
388
Welch & Forbes
Massachusetts
$1.5M -$1.25K -3 -0.1%
BS
389
Banco Santander
Spain
$1.49M +$380K +908 +33%
NG
390
Norden Group
Utah
$1.48M -$40.2K -96 -3%
NMERB
391
New Mexico Educational Retirement Board
New Mexico
$1.48M
MSRPS
392
Maryland State Retirement & Pension System
Maryland
$1.47M +$49.4K +118 +3%
NA
393
NewEdge Advisors
Louisiana
$1.47M -$99.6K -238 -6%
Focus Partners Wealth
394
Focus Partners Wealth
Massachusetts
$1.47M +$338K +807 +29%
VA
395
Vident Advisory
Georgia
$1.46M -$141K -338 -9%
MGP
396
Metis Global Partners
California
$1.46M -$123K -294 -8%
DILIC
397
Dai-ichi Life Insurance Company
Japan
$1.46M -$526K -1,257 -26%
Commonwealth Equity Services
398
Commonwealth Equity Services
Massachusetts
$1.44M -$79.5K -190 -5%
SPA
399
Sherbrooke Park Advisers
New York
$1.43M +$587K +1,402 +66%
SGI
400
Summit Global Investments
Utah
$1.41M -$33.9K -81 -2%

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.