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646 hedge funds and large institutions have $9.68B invested in Gartner in 2026 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 191 increasing their positions, 295 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.44% more ownership

Funds ownership: 107.03%111.47% (+4.4%)

8% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $87.5M

10% less funds holding

Funds holding: 716646 (-70)

19% less capital invested

Capital invested by funds: $11.9B → $9.68B (-$2.26B)

35% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 295

41% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 143

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
646
Holders Change
-70
Holders Change %
-9.78%
% of All Funds
7.8%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
85
Increased
191
Reduced
295
Closed
143
Calls
$94.5M
Puts
$87.5M
Net Calls
+$7M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$12.8K +$12.7K +84 +560%
RF
527
Rossby Financial
Florida
$12.4K -$7.08K -47 -33%
MEG
528
Millstone Evans Group
Colorado
$12.3K +$9.04K +60 +171%
OCWP
529
Owl Creek Wealth Partners
Colorado
$11K -$39.2K -260 -75%
APW
530
Aventura Private Wealth
Florida
$10.9K -$11K -73 -46%
OWP
531
ORG Wealth Partners
Texas
$10.5K -$2.71K -18 -18%
CPG
532
Cornerstone Planning Group
New Jersey
$10.2K -$1.35K -9 -10%
CMP
533
Coston McIsaac & Partners
Maine
$10K
CH
534
Cromwell Holdings
Wyoming
$9.72K -$16.7K -111 -60%
SFAM
535
Sawyer Falduto Asset Management
Illinois
$9.72K
OAJ
536
Ogorek Anthony Joseph
New York
$9K
HI
537
Harbour Investments
Wisconsin
$8.81K -$21.2K -141 -67%
MCM
538
Manchester Capital Management
Vermont
$8.04K -$301 -2 -3%
SGFG
539
Silver Grove Financial Group
New York
$8.04K +$9.34K +62 New
RBI
540
Raiffeisen Bank International
Austria
$7.97K +$2.26K +15 +33%
CA
541
CoreCap Advisors
Michigan
$7.91K +$1.35K +9 +17%
HWP
542
Highline Wealth Partners
California
$7.78K +$1.81K +12 +25%
FFA
543
Frazier Financial Advisors
Ohio
$7.65K
JSAM
544
J. Safra Asset Management
New York
$7.65K +$1.21K +8 +16%
RS
545
Rakuten Securities
Japan
$7.13K -$7.68K -51 -48%
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$7K
MFP
547
Meramec Financial Planners
Missouri
$6.93K
PEAK6
548
PEAK6
Illinois
$6.74K +$7.83K +52 New
PWA
549
Physician Wealth Advisors
Utah
$6.35K -$753 -5 -9%
AWM
550
Aberdeen Wealth Management
Illinois
$6.35K +$7.38K +49 New

IT Hedge Fund Activity: Q2 2026 in Review

646 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2026, worth a combined $9.68B — down 19% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of IT and 85 opened new positions — a net loss of 58 holders — while 295 trimmed existing stakes and 191 added.

The largest buyer was BAMCO Inc, adding an estimated $254M. The largest seller was Capital International Investors, exiting entirely with an estimated $320M sold.

  • 646 institutional investors held Gartner (IT) as of Q2 2026, down from 716 in Q1 2026.
  • Funds reported $9.68B of Gartner stock for Q2 2026, down 19% quarter-over-quarter.
  • 85 funds opened new Gartner positions in Q2 2026 and 143 closed out, a net change of -58 holders.
  • The largest Gartner buyer in Q2 2026 was BAMCO Inc, an estimated $254M added.
  • The largest Gartner seller in Q2 2026 was Capital International Investors, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2026.