IT icon

Gartner
IT

Overview Fund Activity

939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
4
Millennium Management
Millennium Management
New York
+$92.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$91M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$426M
2
Polen Capital Management
Polen Capital Management
Florida
-$275M
3
SGA
Sustainable Growth Advisers
Connecticut
-$82.9M
4
FPP
Findlay Park Partners
United Kingdom
-$61.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
551
Citizens Financial Group
Rhode Island
$580K +$121K +250 +26%
HAG
552
HighPoint Advisor Group
Illinois
$577K -$38.1K -73 -6%
AFC
553
AFT Forsyth & Company
Florida
$567K -$7.27K -15 -1%
Lido Advisors
554
Lido Advisors
California
$557K -$12.1K -25 -2%
MSA
555
MUFG Securities Americas
New York
$552K +$552K +1,139 New
DADC
556
D.A. Davidson & Co
Montana
$551K +$14.1K +29 +3%
TCA
557
Transcend Capital Advisors
New Jersey
$548K -$4.85K -10 -0.9%
FHA
558
First Horizon Advisors
Tennessee
$546K -$1.94K -4 -0.4%
AWS
559
Atria Wealth Solutions
New York
$544K -$987K -2,038 -64%
RFC
560
Regions Financial Corp
Alabama
$541K -$849K -1,752 -61%
GC
561
Globeflex Capital
California
$540K – – –
TP
562
Tranquility Partners
Tennessee
$536K -$15.5K -32 -3%
HNB
563
Huntington National Bank
Ohio
$535K -$57.2K -118 -10%
SC
564
Savant Capital
Illinois
$535K +$70.3K +145 +15%
IAA
565
Independent Advisor Alliance
North Carolina
$531K +$119K +245 +29%
WA
566
Wealth Alliance
New York
$525K -$66.4K -137 -11%
BTWM
567
Baker Tilly Wealth Management
Wisconsin
$523K -$31K -64 -6%
LCM
568
Liberty Capital Management
Michigan
$523K – – –
AWM
569
Apollon Wealth Management
South Carolina
$518K +$26.6K +55 +5%
HI
570
Horizon Investments
North Carolina
$509K +$2.91K +6 +0.6%
IP
571
Intellectus Partners
California
$507K -$190K -393 -27%
MCM
572
Monument Capital Management
Virginia
$506K -$4.36K -9 -0.9%
AI
573
AXS Investments
New York
$503K -$1.28M -2,642 -72%
WAG
574
Wallace Advisory Group
California
$499K +$13.2K +26 +3%
SWA
575
Stratos Wealth Advisors
Ohio
$490K -$484 -1 -0.1%
21 22
23
24 25