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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
NS
401
NBC Securities
Alabama
$1.4M +$45.2K +108 +3%
PCA
402
Pallas Capital Advisors
Massachusetts
$1.39M +$875K +2,091 +154%
GH
403
GAM Holding
Switzerland
$1.39M -$1.32M -3,160 -48%
OTL
404
Oak Thistle LLC
New York
$1.38M -$1.24M -2,961 -47%
FT
405
Fiduciary Trust
Massachusetts
$1.37M -$64.9K -155 -4%
KAS
406
Kestra Advisory Services
Texas
$1.35M +$64.4K +154 +5%
HWM
407
Hohimer Wealth Management
Washington
$1.35M -$439K -1,050 -24%
CRC
408
Curi RMB Capital
Illinois
$1.34M +$1.39M +3,321 New
SW
409
SVB Wealth
Massachusetts
$1.32M +$1.36M +3,254 New
CCP
410
Cunning Capital Partners
North Carolina
$1.3M
AV
411
ASR Vermogensbeheer
Netherlands
$1.29M +$122K +292 +10%
ALMGDA
412
AG2R La Mondiale Gestion d'Actifs
France
$1.29M +$39.3K +94 +3%
FRM
413
Fox Run Management
Connecticut
$1.28M -$578K -1,381 -30%
EOJOAM
414
E. Ohman J:or Asset Management
Sweden
$1.28M
VAS
415
Vestmark Advisory Solutions
Massachusetts
$1.28M +$348K +831 +36%
IWA
416
Icon Wealth Advisors
Texas
$1.28M -$10.9K -26 -0.8%
Wealthfront Advisers
417
Wealthfront Advisers
California
$1.25M +$87.5K +209 +7%
WBC
418
Westpac Banking Corp
Australia
$1.24M -$77.8K -186 -6%
GCP
419
GSA Capital Partners
United Kingdom
$1.23M +$1.07M +2,554 +523%
IFWM
420
Institute for Wealth Management
Colorado
$1.23M +$4.18K +10 +0.3%
ERSOT
421
Employees Retirement System of Texas
Texas
$1.23M +$1.27M +3,033 New
PWM
422
Perigon Wealth Management
California
$1.21M +$7.53K +18 +0.6%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$1.19M +$129K +308 +12%
TRCT
424
Tower Research Capital (TRC)
New York
$1.19M -$465K -1,111 -27%
WC
425
Westerkirk Capital
$1.17M +$1.21M +2,891 New

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.