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897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
501
Greenleaf Trust
Michigan
$690K +$42.7K +102 +6%
MSA
502
MUFG Securities Americas
New York
$690K +$145K +346 +25%
SMF
503
Scott Marsh Financial
Utah
$670K +$694K +1,658 New
HCA
504
Harbor Capital Advisors
Illinois
$669K -$4.18K -10 -0.6%
AAS
505
Avantax Advisory Services
Texas
$651K +$259K +618 +62%
HWM
506
HB Wealth Management
Georgia
$650K -$47.7K -114 -7%
ET
507
Equitable Trust
Tennessee
$646K -$21.8K -52 -3%
EAM
508
Erste Asset Management
Austria
$638K +$659K +1,576 New
EI
509
Ellevest Inc
New York
$637K -$46K -110 -7%
TWM
510
Thrive Wealth Management
Pennsylvania
$633K -$33.9K -81 -5%
WPC
511
Wedmont Private Capital
Pennsylvania
$628K -$23.4K -56 -3%
EGWAG
512
Elwood & Goetz Wealth Advisory Group
Georgia
$627K
HH
513
Hilltop Holdings
Texas
$621K +$6.7K +16 +1%
LIP
514
Liontrust Investment Partners
United Kingdom
$608K -$3.62M -8,658 -85%
LAM
515
LECAP Asset Management
United Kingdom
$601K -$1,000K -2,389 -62%
FPAS
516
Focus Partners Advisor Solutions
Missouri
$600K +$292K +698 +89%
TSW
517
Three Seasons Wealth
Utah
$599K -$7.53K -18 -1%
BAM
518
Blueshift Asset Management
New Jersey
$596K +$74.1K +177 +14%
EFM
519
E Fund Management
China
$591K -$55.2K -132 -8%
BIG
520
Brooklyn Investment Group
New York
$586K +$376K +898 +162%
KPWS
521
Kestra Private Wealth Services
Texas
$576K -$274K -654 -31%
SPC
522
Spirepoint Private Client
Florida
$571K +$18K +43 +3%
PAS
523
Park Avenue Securities
New York
$567K -$10.5K -25 -2%
PA
524
Profund Advisors
Maryland
$566K +$33.1K +79 +6%
MM
525
MQS Management
New York
$566K -$6.28K -15 -1%

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.