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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
GAM
476
Groupama Asset Management
France
$413K +$224K +767 +95%
MAM
477
Milestone Asset Management
Pennsylvania
$411K +$456K +1,564 New
LOAMU
478
Lombard Odier Asset Management (USA)
New York
$407K +$452K +1,549 New
QCM
479
QRG Capital Management
Illinois
$407K -$657K -2,253 -59%
DWM
480
Dynasty Wealth Management
Florida
$401K -$183K -629 -29%
GVAG
481
Great Valley Advisor Group
Delaware
$399K +$209K +718 +90%
CPIG
482
Chicago Partners Investment Group
Illinois
$397K +$459K +1,573 New
ACM
483
Aster Capital Management
United Arab Emirates
$396K +$440K +1,507 New
CIS
484
Capital International Sarl
California
$394K +$437K +1,500 New
WCM
485
Washington Capital Management
Washington
$394K +$437K +1,500 New
HCM
486
Hengehold Capital Management
Ohio
$383K +$68K +233 +19%
MSE
487
MUFG Securities EMEA
United Kingdom
$381K +$357K +1,224 +542%
SI
488
Stephens Inc
Arkansas
$381K -$202K -693 -32%
S
489
SignatureFD
Georgia
$374K +$28.6K +98 +7%
IWC
490
Integrated Wealth Concepts
Massachusetts
$373K -$254K -870 -38%
EWA
491
EverSource Wealth Advisors
Alabama
$372K +$192K +658 +87%
GT
492
Greenleaf Trust
Michigan
$366K -$91K -312 -18%
TE
493
Tema ETFs
New York
$366K +$406K +1,393 New
PAS
494
Park Avenue Securities
New York
$363K -$5.83K -20 -1%
PA
495
Profund Advisors
Maryland
$362K -$6.42K -22 -2%
DJSG
496
D.J. St. Germain
Massachusetts
$361K +$164K +563 +69%
SAM
497
Smartleaf Asset Management
Massachusetts
$357K +$87.5K +300 +28%
CMF
498
Counterpoint Mutual Funds
California
$356K +$395K +1,355 New
RWM
499
Ritholtz Wealth Management
New York
$355K -$255K -876 -39%
ET
500
Equitable Trust
Tennessee
$350K -$77K -264 -17%

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.