IT icon

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 %
PS
451
Pensionfund Sabic
Netherlands
$1.01M – – –
AAMU
452
APG Asset Management US
New York
$1M – – –
SF
453
Summit Financial
New Jersey
$989K +$735K +1,751 +289%
BPA
454
Beacon Pointe Advisors
California
$988K +$231K +551 +31%
RWM
455
Ritholtz Wealth Management
New York
$984K +$5.04K +12 +0.5%
VAS
456
Vestmark Advisory Solutions
Massachusetts
$981K +$382K +910 +64%
PD
457
Point72 (DIFC)
United Arab Emirates
$980K -$652K -1,554 -40%
RCA
458
Resonant Capital Advisors
Wisconsin
$975K +$15.1K +36 +2%
TMAM
459
Tokio Marine Asset Management
Japan
$969K – – –
Cambridge Investment Research Advisors
460
Cambridge Investment Research Advisors
Iowa
$957K -$154K -368 -14%
SPWG
461
Syntegra Private Wealth Group
Missouri
$947K -$3.36K -8 -0.4%
WFC
462
Western Financial Corp
California
$945K -$3.36K -8 -0.4%
MSFS
463
Main Street Financial Solutions
Pennsylvania
$939K -$271K -646 -22%
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$938K -$4.62K -11 -0.5%
ECM
465
Everence Capital Management
Indiana
$936K +$92.3K +220 +11%
CC
466
Chicago Capital
Illinois
$923K – – –
KRSITF
467
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$920K +$920K +2,192 New
CF
468
Copperwynd Financial
Arizona
$916K +$49.9K +119 +6%
WSFS
469
Wilmington Savings Fund Society
Delaware
$913K +$11.8K +28 +1%
PIM
470
Plato Investment Management
Australia
$908K -$24.6K -58 -3%
SPA
471
Sherbrooke Park Advisers
New York
$895K -$508K -1,211 -36%
BCM
472
Buckhead Capital Management
Georgia
$894K – – –
BC
473
Bridgefront Capital
Texas
$885K +$885K +2,109 New
COI
474
Connable Office Inc
Michigan
$881K – – –
CICI
475
Capital Investment Counsel Inc
North Carolina
$877K – – –
17 18
19
20 21