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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
526
HB Wealth Management
Georgia
$710K +$516 +1 +0.1%
S
527
SignatureFD
Georgia
$709K +$42.3K +82 +6%
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
$708K +$753K +1,461 New
ETC
529
Exchange Traded Concepts
Oklahoma
$703K +$175K +340 +31%
SLI
530
Sumitomo Life Insurance
Japan
$703K +$749K +1,452 New
JF
531
Jump Financial
Illinois
$701K +$345K +669 +86%
VAS
532
Vestmark Advisory Solutions
Massachusetts
$692K -$589K -1,143 -44%
SFI
533
Susquehanna Fundamental Investments
Pennsylvania
$690K +$735K +1,425 New
CCA
534
Checchi Capital Advisers
California
$668K -$80.4K -156 -10%
DTL
535
Dynamic Technology Lab
Singapore
$664K +$43.8K +85 +7%
DWM
536
Diversify Wealth Management
Utah
$663K -$174K -337 -20%
GC
537
Gilbert & Cook
Iowa
$661K +$10.3K +20 +1%
TCM
538
Twin Capital Management
Pennsylvania
$653K -$5.16K -10 -0.7%
AWM
539
Accurate Wealth Management
Florida
$639K +$3.09K +6 +0.5%
PCS
540
Personal CFO Solutions
New Jersey
$634K -$224K -434 -25%
ACA
541
Aptus Capital Advisors
Alabama
$630K +$223K +432 +50%
NP
542
NorthRock Partners
Minnesota
$625K -$108K -209 -14%
PAS
543
Park Avenue Securities
New York
$611K -$752K -1,459 -54%
MG
544
Mather Group
Illinois
$609K +$13.4K +26 +2%
Northwestern Mutual Wealth Management
545
Northwestern Mutual Wealth Management
Wisconsin
$606K -$31.4K -61 -5%
GC
546
Guggenheim Capital
Illinois
$599K -$1.78M -3,459 -74%
SAM
547
Smartleaf Asset Management
Massachusetts
$592K +$452K +876 +255%
SCM
548
Sterling Capital Management
North Carolina
$592K -$80.4K -156 -11%
GI
549
GAMMA Investing
California
$591K +$86.6K +168 +16%
SAM
550
Sompo Asset Management
Japan
$586K +$10.3K +20 +2%

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.