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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 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 %
HWM
401
Hohimer Wealth Management
Washington
$1.35M -$424K -1,050 -24%
CRC
402
Curi RMB Capital
Illinois
$1.34M +$1.34M +3,321 New
SW
403
SVB Wealth
Massachusetts
$1.32M +$1.32M +3,254 New
CCP
404
Cunning Capital Partners
North Carolina
$1.3M – – –
AV
405
ASR Vermogensbeheer
Netherlands
$1.29M +$118K +292 +10%
ALMGDA
406
AG2R La Mondiale Gestion d'Actifs
France
$1.29M +$38K +94 +3%
FRM
407
Fox Run Management
Connecticut
$1.28M -$558K -1,381 -30%
EOJOAM
408
E. Ohman J:or Asset Management
Sweden
$1.28M – – –
VAS
409
Vestmark Advisory Solutions
Massachusetts
$1.28M +$336K +831 +36%
IWA
410
Icon Wealth Advisors
Texas
$1.28M -$10.5K -26 -0.8%
Wealthfront Advisers
411
Wealthfront Advisers
California
$1.25M +$84.5K +209 +7%
WBC
412
Westpac Banking Corp
Australia
$1.24M -$75.2K -186 -6%
GCP
413
GSA Capital Partners
United Kingdom
$1.23M +$1.03M +2,554 +523%
IFWM
414
Institute for Wealth Management
Colorado
$1.23M +$4.04K +10 +0.3%
ERSOT
415
Employees Retirement System of Texas
Texas
$1.23M +$1.23M +3,033 New
PWM
416
Perigon Wealth Management
California
$1.21M +$7.28K +18 +0.6%
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$1.19M +$125K +308 +12%
TRCT
418
Tower Research Capital (TRC)
New York
$1.19M -$449K -1,111 -27%
WC
419
Westerkirk Capital
$1.17M +$1.17M +2,891 New
SRL
420
Scientech Research LLC
New Jersey
$1.15M +$377K +933 +49%
TS
421
Triglav Skladi
Slovenia
$1.13M +$566K +1,400 +100%
EF
422
Empirical Finance
Pennsylvania
$1.13M +$7.68K +19 +0.7%
VT
423
Vise Technologies
New York
$1.12M +$1.12M +2,774 New
CA
424
Cornerstone Advisory
Maryland
$1.12M -$1.62K -4 -0.1%
TCWA
425
Turtle Creek Wealth Advisors
Texas
$1.11M +$1.11M +2,735 New
15 16
17
18 19