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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
EFM
426
E Fund Management
China
$1.32M +$188K +365 +15%
AssetMark Inc
427
AssetMark Inc
California
$1.32M -$1.25M -2,415 -47%
EF
428
Empirical Finance
Pennsylvania
$1.31M -$14.4K -28 -1%
KPWS
429
Kestra Private Wealth Services
Texas
$1.31M +$243K +472 +21%
IFWM
430
Institute for Wealth Management
Colorado
$1.31M
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$1.29M -$1.95M -3,783 -59%
NCM
432
Northwest Capital Management
Oregon
$1.28M
QI
433
Qtron Investments
Massachusetts
$1.28M +$127K +247 +10%
Cambridge Investment Research Advisors
434
Cambridge Investment Research Advisors
Iowa
$1.28M -$209K -406 -13%
TCM
435
Teza Capital Management
Illinois
$1.28M +$860K +1,669 +170%
PA
436
Procyon Advisors
Connecticut
$1.28M +$19.6K +38 +1%
AWA
437
Arkadios Wealth Advisors
Georgia
$1.23M -$47.9K -93 -4%
CL
438
Choreo LLC
Illinois
$1.23M +$114K +221 +10%
HA
439
Harbor Advisors
Florida
$1.21M
VWM
440
Venturi Wealth Management
Texas
$1.21M -$19.1K -37 -1%
VI
441
Vestcor Inc
New Brunswick, Canada
$1.19M +$161K +312 +15%
FCM
442
Fieldview Capital Management
Michigan
$1.19M +$1.26M +2,453 New
NMIMC
443
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$3.61K +7 +0.3%
NW
444
NewEdge Wealth
Pennsylvania
$1.19M -$230K -446 -15%
GBT
445
Grove Bank & Trust
Florida
$1.18M -$427K -828 -25%
AAMU
446
APG Asset Management US
New York
$1.18M -$2.42M -4,689 -66%
SPC
447
Spirepoint Private Client
Florida
$1.17M -$111K -215 -8%
PS
448
Pensionfund Sabic
Netherlands
$1.16M +$516K +1,000 +71%
HCM
449
Highview Capital Management
Illinois
$1.16M +$28.9K +56 +2%
BHCM
450
Brevan Howard Capital Management
Jersey
$1.14M +$1.21M +2,348 New

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.