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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$836K +$2.58K +5 +0.3%
SIA
502
Schechter Investment Advisors
Michigan
$822K -$305K -591 -26%
MYAM
503
Meiji Yasuda Asset Management
Japan
$796K +$55.2K +107 +7%
GT
504
Greenleaf Trust
Michigan
$793K +$16.5K +32 +2%
PCA
505
Pallas Capital Advisors
Massachusetts
$787K -$281K -546 -25%
1C
506
111 Capital
France
$782K +$832K +1,614 New
CBUSF
507
Construction & Building Unions Superannuation Fund
Australia
$775K -$17.8M -34,457 -96%
MFG
508
Merit Financial Group
Georgia
$772K +$821K +1,593 New
GWM
509
Gibbs Wealth Management
Georgia
$771K -$94.3K -183 -10%
HH
510
Hilltop Holdings
Texas
$771K +$92.3K +179 +13%
SWP
511
Stratos Wealth Partners
Ohio
$769K -$5.67K -11 -0.7%
AC
512
AXQ Capital
New Jersey
$765K -$197K -382 -19%
SCA
513
Snowden Capital Advisors
New York
$762K -$204K -395 -20%
CANY
514
Caxton Associates (New York)
New York
$761K +$41.2K +80 +5%
SC
515
Sierra Capital
Florida
$756K
SI
516
Stephens Inc
Arkansas
$754K -$382K -741 -32%
FRM
517
Fox Run Management
Connecticut
$754K +$277K +538 +53%
AAM
518
Advisors Asset Management
Colorado
$753K -$349K -677 -30%
EGWAG
519
Elwood & Goetz Wealth Advisory Group
Georgia
$751K -$84K -163 -10%
TSW
520
Three Seasons Wealth
Utah
$731K -$176K -341 -18%
OIA
521
OneDigital Investment Advisors
Kansas
$725K +$17K +33 +2%
PA
522
Profund Advisors
Maryland
$716K -$69.6K -135 -8%
P
523
Pitcairn
Pennsylvania
$714K -$20.1K -39 -3%
CAM
524
Cresset Asset Management
Illinois
$711K -$3.23M -6,256 -81%
FOR
525
Family Office Research
Maryland
$711K +$756K +1,467 New

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.