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793 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 255 increasing their positions, 315 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $70.9M

0.47% less ownership

Funds ownership: 95.74%95.27% (-0.47%)

12% less funds holding

Funds holding: 897793 (-104)

19% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 315

36% less capital invested

Capital invested by funds: $29.8B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
793
Holders Change
-104
Holders Change %
-11.59%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
130
Increased
255
Reduced
315
Closed
220
Calls
$81.5M
Puts
$70.9M
Net Calls
+$10.7M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
376
Perigon Wealth Management
California
$925K +$152K +522 +17%
Allspring Global Investments
377
Allspring Global Investments
North Carolina
$921K -$14.9M -51,181 -93%
FT
378
Fiduciary Trust
Massachusetts
$918K +$26.8K +92 +3%
VA
379
Vident Advisory
Georgia
$910K -$46.7K -160 -4%
NMERB
380
New Mexico Educational Retirement Board
New Mexico
$907K -$58.3K -200 -5%
Wolverine Trading
381
Wolverine Trading
Illinois
$903K +$828K +2,840 +460%
GAM
382
Generali Asset Management
Italy
$893K -$607K -2,081 -38%
CRC
383
Curi RMB Capital
Illinois
$878K +$4.96K +17 +0.5%
DILIC
384
Dai-ichi Life Insurance Company
Japan
$861K -$96.8K -332 -9%
Kovitz Investment Group Partners
385
Kovitz Investment Group Partners
Illinois
$849K +$563K +1,930 +148%
SW
386
SVB Wealth
Massachusetts
$848K -$7.88K -27 -0.8%
AG
387
Algert Global
California
$846K +$939K +3,220 New
AV
388
ASR Vermogensbeheer
Netherlands
$842K +$2.63K +9 +0.3%
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$833K
SWP
390
Stratos Wealth Partners
Ohio
$821K +$258K +885 +40%
RCA
391
Resonant Capital Advisors
Wisconsin
$809K +$170K +583 +23%
Thrivent Financial for Lutherans
392
Thrivent Financial for Lutherans
Minnesota
$804K -$6.21M -21,295 -87%
SPIA
393
Steward Partners Investment Advisory
New York
$775K -$774K -2,653 -47%
BAMF
394
BI Asset Management Fondsmaeglerselskab
Denmark
$770K -$723K -2,480 -46%
WC
395
Westerkirk Capital
$760K
AC
396
Allstate Corporation
Illinois
$754K +$837K +2,870 New
ZBNA
397
Zions Bancorporation, National Association
Utah
$754K +$767K +2,629 +1,105%
KeyBank National Association
398
KeyBank National Association
Ohio
$743K -$332K -1,138 -29%
EF
399
Empirical Finance
Pennsylvania
$741K +$7.58K +26 +0.9%
Nomura Holdings
400
Nomura Holdings
Japan
$738K +$819K +2,808 New

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2025, worth a combined $18.9B — down 36% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of IT and 130 opened new positions — a net loss of 90 holders — while 315 trimmed existing stakes and 255 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $932M. The largest seller was Principal Financial Group, cutting an estimated $445M.

  • 793 institutional investors held Gartner (IT) as of Q3 2025, down from 897 in Q2 2025.
  • Funds reported $18.9B of Gartner stock for Q3 2025, down 36% quarter-over-quarter.
  • 130 funds opened new Gartner positions in Q3 2025 and 220 closed out, a net change of -90 holders.
  • The largest Gartner buyer in Q3 2025 was Independent Franchise Partners, an estimated $932M added.
  • The largest Gartner seller in Q3 2025 was Principal Financial Group, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2025.