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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
0.1%
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
Jane Street
501
Jane Street
New York
$350K -$9.61M -32,939 -96%
CL
502
Choreo LLC
Illinois
$350K -$183K -628 -32%
FOR
503
Family Office Research
Maryland
$347K -$1.17K -4 -0.3%
AWM
504
Accurate Wealth Management
Florida
$345K +$26.5K +91 +7%
HH
505
Hilltop Holdings
Texas
$345K -$65.3K -224 -15%
MIA
506
MainStreet Investment Advisors
Illinois
$344K -$164K -562 -30%
JTWM
507
Jackson Thornton Wealth Management
Alabama
$342K +$234K +804 +134%
CFO
508
Callan Family Office
Pennsylvania
$336K -$345K -1,184 -48%
DIM
509
Delta Investment Management
California
$336K +$373K +1,278 New
TWM
510
Thrive Wealth Management
Pennsylvania
$333K -$86.9K -298 -19%
MC
511
Moors & Cabot
Massachusetts
$331K +$171K +587 +87%
MYAM
512
Meiji Yasuda Asset Management
Japan
$329K -$34.7K -119 -9%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$326K -$25.1K -86 -6%
CIM
514
Cambria Investment Management
California
$325K +$361K +1,237 New
CCA
515
Checchi Capital Advisers
California
$322K -$49.6K -170 -12%
SPC
516
Spirepoint Private Client
Florida
$321K -$55.4K -190 -13%
SC
517
Syon Capital
California
$317K +$42.9K +147 +14%
NAM
518
NorthCrest Asset Manangement
Minnesota
$316K +$376K +1,290 New
HI
519
Horizon Investments
North Carolina
$312K -$28.9K -99 -8%
HWM
520
HB Wealth Management
Georgia
$307K -$128K -439 -27%
AAM
521
Azzad Asset Management
Virginia
$306K +$339K +1,164 New
NG
522
Norden Group
Utah
$305K -$730K -2,504 -68%
BAM
523
Blueshift Asset Management
New Jersey
$303K -$93.3K -320 -22%
CG
524
Caprock Group
Idaho
$296K +$344K +1,178 New
GCM
525
Gallacher Capital Management
Colorado
$294K +$157K +539 +93%

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,620 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.