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Gartner
IT

Overview Fund Activity

909 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-30
Holders Change %
-3.19%
% of All Funds
12.35%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
92
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$448M
2
Two Sigma Investments
Two Sigma Investments
New York
$220M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$220M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
5
First Trust Advisors
First Trust Advisors
Illinois
$150M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$732M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$396M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Morgan Stanley
Morgan Stanley
New York
$825M
5
AI
Axiom Investors
Connecticut
$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
426
Focus Partners Wealth
Massachusetts
$1.19M -$282K -671 -19%
HT
427
Headlands Technologies
Illinois
$1.18M -$1.28M -3,058 -52%
EF
428
Empirical Finance
Pennsylvania
$1.16M +$26.9K +64 +2%
BS
429
Banco Santander
Spain
$1.16M +$1.16M +2,770 New
IGAM
430
iA Global Asset Management
Quebec, Canada
$1.16M -$689K -1,641 -37%
AssetMark Inc
431
AssetMark Inc
California
$1.14M -$1.26K -3 -0.1%
PA
432
Procyon Advisors
Connecticut
$1.14M +$34.4K +82 +3%
HPC
433
HM Payson & Co
Maine
$1.14M -$12.6K -30 -1%
RSWM
434
Robertson Stephens Wealth Management
California
$1.13M -$436K -1,038 -28%
DTL
435
Dynamic Technology Lab
Singapore
$1.12M +$546K +1,300 +95%
QI
436
Qtron Investments
Massachusetts
$1.11M – – –
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$1.11M +$144K +344 +15%
BFM
438
Boothbay Fund Management
New York
$1.1M +$1.1M +2,612 New
AWAU
439
Alliance Wealth Advisors (Utah)
Utah
$1.09M -$134K -320 -11%
HCM
440
Highview Capital Management
Illinois
$1.07M +$65.9K +157 +7%
CCM
441
Coldstream Capital Management
Washington
$1.07M +$115K +275 +12%
EP
442
Edgestream Partners
New Jersey
$1.06M +$687K +1,636 +184%
AC
443
AXQ Capital
New Jersey
$1.05M +$388K +925 +59%
HA
444
Harbor Advisors
Florida
$1.05M – – –
IFU
445
iSAM Funds (UK)
United Kingdom
$1.04M +$1.04M +2,476 New
PS
446
Principal Securities
Iowa
$1.03M – – –
VWM
447
Venturi Wealth Management
Texas
$1.03M -$20.6K -49 -2%
NMIMC
448
Northwestern Mutual Investment Management Company
Wisconsin
$1.03M -$2.52K -6 -0.2%
GBT
449
Grove Bank & Trust
Florida
$1.02M – – –
VI
450
Vestcor Inc
New Brunswick, Canada
$1.02M -$15.9K -38 -2%
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