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793 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 255 increasing their positions, 315 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $70.9M

0.47% less ownership

Funds ownership: 95.74%95.27% (-0.47%)

12% less funds holding

Funds holding: 897793 (-104)

19% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 315

36% less capital invested

Capital invested by funds: $29.8B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
793
Holders Change
-104
Holders Change %
-11.59%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
130
Increased
255
Reduced
315
Closed
220
Calls
$81.5M
Puts
$70.9M
Net Calls
+$10.7M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
451
Syntegra Private Wealth Group
Missouri
$519K -$84K -288 -13%
KRSITF
452
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$518K -$22.5K -77 -4%
CCFM
453
Clear Creek Financial Management
Washington
$513K +$569K +1,950 New
EI
454
Ellevest Inc
New York
$511K +$107K +368 +23%
HFS
455
Hantz Financial Services
Michigan
$506K -$5.32M -18,248 -90%
VWM
456
Venturi Wealth Management
Texas
$505K -$28K -96 -5%
QI
457
Qtron Investments
Massachusetts
$492K -$151K -517 -22%
SFS
458
Sowell Financial Services
Arkansas
$487K -$11.1K -38 -2%
SCP
459
Sivia Capital Partners
California
$485K +$296K +1,016 +122%
CCA
460
Conestoga Capital Advisors
Pennsylvania
$485K +$2.92K +10 +0.5%
LSA
461
Leonteq Securities AG
Switzerland
$473K +$487K +1,669 +1,264%
SO
462
STRS Ohio
Ohio
$471K
GWMR
463
GC Wealth Management RIA
Massachusetts
$470K +$286K +981 +121%
FPW
464
Flagship Private Wealth
Massachusetts
$461K
UBP
465
Union Bancaire Privee
Switzerland
$454K +$194K +666 +63%
ACM
466
Andina Capital Management
Utah
$451K +$242K +829 +93%
HCA
467
Harbor Capital Advisors
Illinois
$447K +$13.4K +46 +3%
MML Investors Services
468
MML Investors Services
Massachusetts
$439K -$113K -386 -19%
OAM
469
Occidental Asset Management
California
$436K +$139K +477 +40%
AFCM
470
Applied Finance Capital Management
Puerto Rico
$432K -$67.1K -230 -12%
EGWAG
471
Elwood & Goetz Wealth Advisory Group
Georgia
$431K +$25.7K +88 +6%
MAS
472
Meeder Advisory Services
Ohio
$418K -$80.8K -277 -15%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$417K -$154K -528 -25%
RGC
474
Roberts, Glore & Co
Illinois
$417K +$463K +1,588 New
HP
475
Haven Private
Florida
$413K +$98.9K +339 +27%

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2025, worth a combined $18.9B — down 36% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of IT and 130 opened new positions — a net loss of 90 holders — while 315 trimmed existing stakes and 255 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $932M. The largest seller was Principal Financial Group, cutting an estimated $445M.

  • 793 institutional investors held Gartner (IT) as of Q3 2025, down from 897 in Q2 2025.
  • Funds reported $18.9B of Gartner stock for Q3 2025, down 36% quarter-over-quarter.
  • 130 funds opened new Gartner positions in Q3 2025 and 220 closed out, a net change of -90 holders.
  • The largest Gartner buyer in Q3 2025 was Independent Franchise Partners, an estimated $932M added.
  • The largest Gartner seller in Q3 2025 was Principal Financial Group, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2025.