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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
+$391M
2
Two Sigma Investments
Two Sigma Investments
New York
+$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$159M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
5
First Trust Advisors
First Trust Advisors
Illinois
+$131M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$434M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$301M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$88.6M
4
Morgan Stanley
Morgan Stanley
New York
-$84.3M
5
AI
Axiom Investors
Connecticut
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
476
Dynasty Wealth Management
Florida
$876K -$18K -43 -2%
KPWS
477
Kestra Private Wealth Services
Texas
$872K -$260K -620 -23%
OIA
478
OneDigital Investment Advisors
Kansas
$863K +$235K +560 +37%
CIM
479
Contravisory Investment Management
Massachusetts
$851K +$30.6K +73 +4%
MAS
480
Meeder Advisory Services
Ohio
$847K +$8.4K +20 +1%
DZ Bank
481
DZ Bank
Germany
$842K +$842K +2,006 New
MWM
482
MorganRosel Wealth Management
Colorado
$827K -$35.7K -85 -4%
MIA
483
MainStreet Investment Advisors
Illinois
$820K -$120K -286 -13%
FFG
484
Fortem Financial Group
California
$819K -$376K -896 -31%
WI
485
Wahed Invest
New York
$818K +$12.6K +30 +2%
AFCM
486
Applied Finance Capital Management
Puerto Rico
$816K +$12.2K +29 +2%
SRL
487
Scientech Research LLC
New Jersey
$800K +$382K +909 +91%
BOTPPF
488
Board of the Pension Protection Fund
United Kingdom
$798K +$294K +700 +58%
NEI
489
Northwest & Ethical Investments
Ontario, Canada
$790K +$556K +1,326 +237%
CL
490
Choreo LLC
Illinois
$780K -$279K -665 -26%
AP
491
Americana Partners
Texas
$779K +$2.52K +6 +0.3%
MFG
492
Monte Financial Group
Connecticut
$778K +$778K +1,937 New
SFS
493
Sowell Financial Services
Arkansas
$774K +$774K +1,843 New
MFG
494
Merit Financial Group
Georgia
$773K +$105K +249 +16%
CCA
495
Conestoga Capital Advisors
Pennsylvania
$772K -$12.5M -29,787 -94%
WCM
496
Weaver Capital Management
Georgia
$764K +$7.56K +18 +1%
VSQM
497
V-Square Quantitative Management
Illinois
$760K +$35.3K +84 +5%
CBUSF
498
Construction & Building Unions Superannuation Fund
Australia
$756K +$83.9K +200 +13%
FPW
499
Flagship Private Wealth
Massachusetts
$736K – – –
BCM
500
Bayesian Capital Management
New York
$736K +$736K +1,753 New
18 19
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