We are live on ! Find out more

952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMINC
401
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.76M -$9.79K -19 -0.5%
OMC
402
Old Mission Capital
Illinois
$1.73M +$1.84M +3,575 New
CRC
403
Curi RMB Capital
Illinois
$1.73M
BFG
404
Bleakley Financial Group
New Jersey
$1.72M -$2.06K -4 -0.1%
Focus Partners Wealth
405
Focus Partners Wealth
Massachusetts
$1.69M +$159K +308 +10%
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$1.69M +$273K +530 +18%
MGP
407
Metis Global Partners
California
$1.67M -$24.7K -48 -1%
Commonwealth Equity Services
408
Commonwealth Equity Services
Massachusetts
$1.64M +$15.5K +30 +0.9%
NB
409
Norinchukin Bank
Japan
$1.64M +$121K +234 +7%
SPA
410
Sherbrooke Park Advisers
New York
$1.62M +$1.72M +3,343 New
KAS
411
Kestra Advisory Services
Texas
$1.6M -$468K -907 -22%
GAM
412
Generali Asset Management
Italy
$1.59M +$1.7M +3,292 New
MML Investors Services
413
MML Investors Services
Massachusetts
$1.59M -$2.13M -4,123 -56%
PWM
414
Perigon Wealth Management
California
$1.58M -$41.2K -80 -3%
CCP
415
Cunning Capital Partners
North Carolina
$1.57M
CCIA
416
Campbell & Co Investment Adviser
Maryland
$1.53M +$1.63M +3,158 New
IWA
417
Icon Wealth Advisors
Texas
$1.52M -$745K -1,446 -32%
Wealthfront Advisers
418
Wealthfront Advisers
California
$1.47M +$62.9K +122 +4%
CA
419
Cornerstone Advisory
Maryland
$1.44M +$10.8K +21 +0.8%
Nomura Holdings
420
Nomura Holdings
Japan
$1.44M +$1.53M +2,977 New
AWAU
421
Alliance Wealth Advisors (Utah)
Utah
$1.42M -$758K -1,471 -33%
TPCW
422
TD Private Client Wealth
New York
$1.41M -$862K -1,672 -37%
MSFS
423
Main Street Financial Solutions
Pennsylvania
$1.4M +$8.25K +16 +0.6%
FFG
424
Fortem Financial Group
California
$1.38M +$37.6K +73 +3%
HPC
425
HM Payson & Co
Maine
$1.33M -$40.7K -79 -3%

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.