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897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
451
Copperwynd Financial
Arizona
$943K +$62.8K +150 +7%
AWAU
452
Alliance Wealth Advisors (Utah)
Utah
$940K -$119K -284 -11%
IWC
453
Integrated Wealth Concepts
Massachusetts
$926K +$641K +1,533 +202%
PIM
454
Plato Investment Management
Australia
$921K +$61.9K +148 +7%
SPWG
455
Syntegra Private Wealth Group
Missouri
$914K +$2.09K +5 +0.2%
PFA
456
Pure Financial Advisors
California
$909K +$941K +2,248 New
SCM
457
Stevens Capital Management
Pennsylvania
$906K +$701K +1,675 +296%
SWP
458
Stratos Wealth Partners
Ohio
$905K +$286K +683 +44%
1C
459
111 Capital
France
$904K -$456K -1,089 -33%
OIA
460
OneDigital Investment Advisors
Kansas
$902K +$73.6K +176 +9%
RWM
461
Ritholtz Wealth Management
New York
$900K -$49.8K -119 -5%
MSFS
462
Main Street Financial Solutions
Pennsylvania
$898K -$6.28K -15 -0.7%
Cambridge Investment Research Advisors
463
Cambridge Investment Research Advisors
Iowa
$897K -$25.9K -62 -3%
CC
464
Chicago Capital
Illinois
$889K
PP
465
PDT Partners
New York
$875K +$905K +2,164 New
TSS
466
Two Sigma Securities
New York
$872K +$903K +2,158 New
DWM
467
Dynasty Wealth Management
Florida
$871K +$28.9K +69 +3%
SIC
468
Salem Investment Counselors
North Carolina
$866K -$1.25M -2,984 -58%
SI
469
Stephens Inc
Arkansas
$865K +$275K +658 +44%
BCM
470
Buckhead Capital Management
Georgia
$861K
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$855K -$49.4K -118 -5%
COI
472
Connable Office Inc
Michigan
$849K
CICI
473
Capital Investment Counsel Inc
North Carolina
$845K
EC
474
EntryPoint Capital
New York
$837K +$167K +400 +24%
MML Investors Services
475
MML Investors Services
Massachusetts
$831K -$421K -1,007 -33%

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.