IT icon

Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$325M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$201M
3
SGA
Sustainable Growth Advisers
Connecticut
+$196M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$137M
5
UBS Group
UBS Group
Switzerland
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$462M
3
GIM
Generation Investment Management
United Kingdom
-$413M
4
Principal Financial Group
Principal Financial Group
Iowa
-$151M
5
Franklin Resources
Franklin Resources
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLI
526
Sumitomo Life Insurance
Japan
$547K -$23.8K -59 -4%
TCA
527
Transcend Capital Advisors
New Jersey
$540K +$86.9K +215 +19%
VCA
528
Verdence Capital Advisors
Maryland
$539K +$13.7K +34 +3%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$536K +$536K +1,327 New
FOR
530
Family Office Research
Maryland
$536K – – –
S
531
SignatureFD
Georgia
$535K +$1.62K +4 +0.3%
Kovitz Investment Group Partners
532
Kovitz Investment Group Partners
Illinois
$526K -$30.7K -76 -6%
HI
533
Horizon Investments
North Carolina
$519K +$72K +178 +16%
DADC
534
D.A. Davidson & Co
Montana
$511K +$48.5K +120 +10%
AWM
535
Accurate Wealth Management
Florida
$507K +$14K +36 +3%
WANY
536
Wealthspire Advisors (New York)
New York
$502K +$143K +353 +40%
MWM
537
MorganRosel Wealth Management
Colorado
$501K -$295K -731 -37%
HP
538
Haven Private
Florida
$499K +$38.4K +95 +8%
HCM
539
Hengehold Capital Management
Ohio
$495K +$97K +240 +24%
GC
540
Gilbert & Cook
Iowa
$490K -$55K -136 -10%
Simplex Trading
541
Simplex Trading
Illinois
$485K -$2.41M -5,954 -83%
BFM
542
Boothbay Fund Management
New York
$480K -$576K -1,425 -55%
SB
543
Strategic Blueprint
Georgia
$479K +$479K +1,184 New
OAM
544
Occidental Asset Management
California
$477K +$10.5K +26 +2%
LSA
545
Lansing Street Advisors
Pennsylvania
$475K +$202K +499 +74%
P
546
Pitcairn
Pennsylvania
$475K -$100K -248 -17%
ASN
547
Advisory Services Network
Georgia
$474K -$110K -325 -19%
WA
548
Wealth Alliance
New York
$453K +$13.3K +33 +3%
SAM
549
Sompo Asset Management
Japan
$453K – – –
HAG
550
HighPoint Advisor Group
Illinois
$452K -$10.5K -26 -2%
20 21
22
23 24