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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
RWM
451
Ritholtz Wealth Management
New York
$1.13M -$20.1K -39 -2%
GS
452
GTS Securities
New York
$1.12M +$390K +756 +49%
TMAM
453
Tokio Marine Asset Management
Japan
$1.12M +$18K +35 +2%
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$1.11M -$1.74M -3,370 -60%
RCA
455
Resonant Capital Advisors
Wisconsin
$1.11M +$12.4K +24 +1%
CCM
456
Coldstream Capital Management
Washington
$1.1M +$5.67K +11 +0.5%
SPWG
457
Syntegra Private Wealth Group
Missouri
$1.1M
WFC
458
Western Financial Corp
California
$1.09M +$11.9K +23 +1%
Holocene Advisors
459
Holocene Advisors
New York
$1.09M +$1.16M +2,253 New
AC
460
Allstate Corporation
Illinois
$1.09M +$1.16M +2,251 New
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$1.09M -$161K -313 -12%
MIA
462
MainStreet Investment Advisors
Illinois
$1.09M -$9.28K -18 -0.8%
VEA
463
Virtus ETF Advisers
New York
$1.08M +$181K +352 +19%
PIM
464
Plato Investment Management
Australia
$1.07M
CC
465
Chicago Capital
Illinois
$1.07M
VT
466
Vise Technologies
New York
$1.06M +$447K +867 +66%
NL
467
NVWM LLC
Pennsylvania
$1.06M -$4.12K -8 -0.4%
FHB
468
First Hawaiian Bank
Hawaii
$1.05M -$129K -250 -10%
WSFS
469
Wilmington Savings Fund Society
Delaware
$1.04M +$194K +376 +21%
DWM
470
Dynasty Wealth Management
Florida
$1.03M -$490K -951 -31%
BCM
471
Buckhead Capital Management
Georgia
$1.03M
PS
472
Principal Securities
Iowa
$1.03M -$604K -1,171 -36%
COI
473
Connable Office Inc
Michigan
$1.02M
PAI
474
Pittenger & Anderson Inc
Nebraska
$1.02M +$200K +387 +23%
CICI
475
Capital Investment Counsel Inc
North Carolina
$1.01M

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.