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Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$325M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$201M
3
SGA
Sustainable Growth Advisers
Connecticut
+$196M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$137M
5
UBS Group
UBS Group
Switzerland
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$462M
3
GIM
Generation Investment Management
United Kingdom
-$413M
4
Principal Financial Group
Principal Financial Group
Iowa
-$151M
5
Franklin Resources
Franklin Resources
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
476
Shell Asset Management
Netherlands
$812K +$511K +1,265 +170%
BPA
477
Beacon Pointe Advisors
California
$806K -$145K -359 -15%
MFG
478
Monte Financial Group
Connecticut
$798K +$15K +37 +2%
CL
479
Choreo LLC
Illinois
$791K +$40K +99 +5%
RC
480
Roundview Capital
New Jersey
$769K +$143K +353 +23%
CBUSF
481
Construction & Building Unions Superannuation Fund
Australia
$768K +$40.4K +100 +6%
SFS
482
Sowell Financial Services
Arkansas
$764K +$19.4K +48 +3%
NEI
483
Northwest & Ethical Investments
Ontario, Canada
$760K – – –
AFCM
484
Applied Finance Capital Management
Puerto Rico
$758K -$28.7K -71 -4%
MIA
485
MainStreet Investment Advisors
Illinois
$757K -$33.1K -82 -4%
MAS
486
Meeder Advisory Services
Ohio
$755K -$61.4K -152 -8%
CCA
487
Conestoga Capital Advisors
Pennsylvania
$741K -$2.02K -5 -0.3%
WCM
488
Weaver Capital Management
Georgia
$734K -$1.62K -4 -0.2%
SO
489
STRS Ohio
Ohio
$724K +$724K +1,791 New
FPW
490
Flagship Private Wealth
Massachusetts
$709K – – –
CFG
491
Citizens Financial Group
Rhode Island
$702K +$153K +379 +28%
SFA
492
Sequoia Financial Advisors
Ohio
$697K +$12.5K +31 +2%
GT
493
Greenleaf Trust
Michigan
$690K +$41.2K +102 +6%
MSA
494
MUFG Securities Americas
New York
$690K +$140K +346 +25%
SMF
495
Scott Marsh Financial
Utah
$670K +$670K +1,658 New
HCA
496
Harbor Capital Advisors
Illinois
$669K -$4.04K -10 -0.6%
AAS
497
Avantax Advisory Services
Texas
$651K +$250K +618 +62%
HWM
498
HB Wealth Management
Georgia
$650K -$46.1K -114 -7%
ET
499
Equitable Trust
Tennessee
$646K -$21K -52 -3%
EAM
500
Erste Asset Management
Austria
$638K +$638K +1,576 New
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