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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
AUB
401
Atlantic Union Bankshares
Virginia
$733K +$813K +2,789 New
CCM
402
Coldstream Capital Management
Washington
$724K +$68.5K +235 +9%
GC
403
Guggenheim Capital
Illinois
$723K +$519K +1,778 +183%
TMAM
404
Tokio Marine Asset Management
Japan
$718K +$99.7K +342 +14%
OAM
405
Ostrum Asset Management
France
$717K +$600K +2,058 +307%
TCWA
406
Turtle Creek Wealth Advisors
Texas
$710K -$9.92K -34 -1%
VI
407
Vestcor Inc
New Brunswick, Canada
$706K +$79.3K +272 +11%
HPC
408
HM Payson & Co
Maine
$704K -$8.46K -29 -1%
JFG
409
Jefferies Financial Group
New York
$703K +$780K +2,676 New
NP
410
NorthRock Partners
Minnesota
$702K +$380K +1,302 +95%
PCM
411
Polymer Capital Management
New York
$699K +$548K +1,880 +241%
RSWM
412
Robertson Stephens Wealth Management
California
$689K -$1.75K -6 -0.2%
WF
413
Welch & Forbes
Massachusetts
$683K -$324K -1,112 -30%
IFWM
414
Institute for Wealth Management
Colorado
$683K -$127K -436 -14%
HA
415
Harbor Advisors
Florida
$657K
MP
416
Mangrove Partners
Connecticut
$649K +$720K +2,468 New
Cambridge Investment Research Advisors
417
Cambridge Investment Research Advisors
Iowa
$639K +$61.8K +212 +10%
NMIMC
418
Northwestern Mutual Investment Management Company
Wisconsin
$635K -$12K -41 -2%
PP
419
Prudential plc
United Kingdom
$634K -$1.06M -3,639 -60%
PS
420
Pensionfund Sabic
Netherlands
$631K
PFA
421
Pure Financial Advisors
California
$627K +$40.2K +138 +6%
NIM
422
NEOS Investment Management
Connecticut
$624K +$408K +1,400 +144%
AAMU
423
APG Asset Management US
New York
$609K
MFAM
424
Motley Fool Asset Management
Virginia
$607K -$790K -2,710 -54%
CG
425
Cynosure Group
Utah
$606K -$629K -2,157 -48%

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.