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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
0.11%
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
ECM
526
Evergreen Capital Management
Washington
$291K +$323K +1,107 New
I
527
InceptionR
California
$288K +$319K +1,095 New
SFI
528
Siemens Fonds Invest
Germany
$286K
EP
529
Essential Partners
California
$283K +$260K +890 +473%
JSW
530
Journey Strategic Wealth
New Jersey
$283K +$314K +1,077 New
Simplex Trading
531
Simplex Trading
Illinois
$283K -$35.9K -123 -10%
SF
532
Summit Financial
New Jersey
$278K +$98.3K +337 +47%
AF
533
Allworth Financial
California
$277K -$1.18M -4,033 -79%
SPA
534
Sherbrooke Park Advisers
New York
$275K -$726K -2,489 -70%
WA
535
Waverly Advisors
Alabama
$272K +$292 +1 +0.1%
FRA
536
Frank Rimerman Advisors
California
$272K +$302K +1,034 New
TIA
537
Tandem Investment Advisors
South Carolina
$270K +$124K +424 +70%
SAM
538
Sompo Asset Management
Japan
$268K -$29.2K -100 -9%
BBHC
539
Brown Brothers Harriman & Co
New York
$268K +$16.3K +56 +6%
CFG
540
Citizens Financial Group
Rhode Island
$265K -$213K -730 -42%
MG
541
Mather Group
Illinois
$262K -$9.33K -32 -3%
WAM
542
Wolverine Asset Management
Illinois
$258K
KRW
543
Kaufman Rossin Wealth
Florida
$254K +$282K +968 New
SWA
544
Stratos Wealth Advisors
Ohio
$253K
IA
545
IFP Advisors
Florida
$253K +$82.5K +283 +42%
TP
546
Tranquility Partners
Tennessee
$253K -$35.3K -121 -11%
MA
547
Mutual Advisors
Nebraska
$252K -$51.3K -176 -15%
PCM
548
Permanent Capital Management
Illinois
$250K +$278K +952 New
LCM
549
Liberty Capital Management
Michigan
$250K -$23.3K -80 -8%
Hudson Bay Capital Management
550
Hudson Bay Capital Management
Connecticut
$250K +$277K +950 New

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 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.