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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
CCA
526
Checchi Capital Advisers
California
$563K +$6.28K +15 +1%
CI
527
Corient IA
Florida
$562K
MYAM
528
Meiji Yasuda Asset Management
Japan
$554K -$118K -281 -17%
WSFS
529
Wilmington Savings Fund Society
Delaware
$554K -$337K -805 -37%
NP
530
NorthRock Partners
Minnesota
$553K +$35.6K +85 +7%
PCS
531
Personal CFO Solutions
New Jersey
$549K +$13.8K +33 +2%
SLI
532
Sumitomo Life Insurance
Japan
$547K -$24.7K -59 -4%
TCA
533
Transcend Capital Advisors
New Jersey
$540K +$90K +215 +19%
VCA
534
Verdence Capital Advisors
Maryland
$539K +$14.2K +34 +3%
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$536K +$555K +1,327 New
FOR
536
Family Office Research
Maryland
$536K
S
537
SignatureFD
Georgia
$535K +$1.67K +4 +0.3%
Kovitz Investment Group Partners
538
Kovitz Investment Group Partners
Illinois
$526K -$31.8K -76 -6%
HI
539
Horizon Investments
North Carolina
$519K +$74.5K +178 +16%
DADC
540
D.A. Davidson & Co
Montana
$511K +$50.2K +120 +10%
AWM
541
Accurate Wealth Management
Florida
$507K +$15.1K +36 +3%
WANY
542
Wealthspire Advisors (New York)
New York
$502K +$148K +353 +40%
MWM
543
MorganRosel Wealth Management
Colorado
$501K -$306K -731 -37%
HP
544
Haven Private
Florida
$499K +$39.8K +95 +8%
HCM
545
Hengehold Capital Management
Ohio
$495K +$100K +240 +24%
GC
546
Gilbert & Cook
Iowa
$490K -$56.9K -136 -10%
Simplex Trading
547
Simplex Trading
Illinois
$485K -$2.49M -5,954 -83%
BFM
548
Boothbay Fund Management
New York
$480K -$596K -1,425 -55%
SB
549
Strategic Blueprint
Georgia
$479K +$495K +1,184 New
OAM
550
Occidental Asset Management
California
$477K +$10.9K +26 +2%

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.