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920 hedge funds and large institutions have $30.8B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 335 increasing their positions, 375 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $47.8M

1.47% more ownership

Funds ownership: 94.12%95.6% (+1.5%)

3% less funds holding

Funds holding: 952920 (-32)

11% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

12% less capital invested

Capital invested by funds: $35.2B → $30.8B (-$4.37B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
920
Holders Change
-32
Holders Change %
-3.36%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
89
Increased
335
Reduced
375
Closed
101
Calls
$79.2M
Puts
$47.8M
Net Calls
+$31.5M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
501
Conestoga Capital Advisors
Pennsylvania
$772K -$14.7M -29,787 -94%
GWM
502
Gibbs Wealth Management
Georgia
$765K +$114K +231 +15%
WCM
503
Weaver Capital Management
Georgia
$764K +$8.87K +18 +1%
VSQM
504
V-Square Quantitative Management
Illinois
$760K +$41.4K +84 +5%
CBUSF
505
Construction & Building Unions Superannuation Fund
Australia
$756K +$98.6K +200 +13%
FPW
506
Flagship Private Wealth
Massachusetts
$736K
BCM
507
Bayesian Capital Management
New York
$736K +$864K +1,753 New
CIS
508
Custom Index Systems
New York
$730K -$14.3K -29 -2%
ASN
509
Advisory Services Network
Georgia
$724K -$77.9K -158 -8%
HWM
510
HB Wealth Management
Georgia
$723K +$126K +256 +17%
USAA
511
United Services Automobile Association
Texas
$714K +$842K +1,708 New
MCC
512
Money Concepts Capital
Florida
$711K -$27.1K -55 -3%
SFA
513
Sequoia Financial Advisors
Ohio
$711K -$18.2K -37 -2%
EI
514
Ellevest Inc
New York
$708K -$19.7K -40 -2%
EC
515
EntryPoint Capital
New York
$701K +$469K +952 +132%
HCA
516
Harbor Capital Advisors
Illinois
$699K +$369K +748 +82%
PL
517
Perpetual Ltd
Australia
$698K -$93.1K -189 -10%
MYAM
518
Meiji Yasuda Asset Management
Japan
$693K +$4.43K +9 +0.5%
ET
519
Equitable Trust
Tennessee
$692K -$212K -430 -21%
TWM
520
Thrive Wealth Management
Pennsylvania
$691K -$80.8K -164 -9%
GT
521
Greenleaf Trust
Michigan
$673K -$15.8K -32 -2%
AP
522
Advisors Preferred
Maryland
$670K +$798K +1,620 New
EFM
523
E Fund Management
China
$669K -$559K -1,134 -42%
TCM
524
Teza Capital Management
Illinois
$663K -$527K -1,069 -40%
WPC
525
Wedmont Private Capital
Pennsylvania
$659K -$99.1K -201 -11%

IT Hedge Fund Activity: Q1 2025 in Review

920 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2025, worth a combined $30.8B — down 12% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IT and 89 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 335 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $459M. The largest seller was Massachusetts Financial Services, cutting an estimated $509M.

  • 920 institutional investors held Gartner (IT) as of Q1 2025, down from 952 in Q4 2024.
  • Funds reported $30.8B of Gartner stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new Gartner positions in Q1 2025 and 101 closed out, a net change of -12 holders.
  • The largest Gartner buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $459M added.
  • The largest Gartner seller in Q1 2025 was Massachusetts Financial Services, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.