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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
0.1%
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
Northwestern Mutual Wealth Management
551
Northwestern Mutual Wealth Management
Wisconsin
$248K -$48.7K -167 -15%
AFT
552
Alpha Family Trust
California
$247K +$274K +940 New
VT
553
Vise Technologies
New York
$244K -$538K -1,845 -67%
DO
554
denkapparat Operations
Germany
$242K
ACA
555
Aptus Capital Advisors
Alabama
$242K -$3.79K -13 -1%
RP
556
Riverwater Partners
Wisconsin
$239K +$66.5K +228 +33%
DC
557
Davenport & Co
Virginia
$237K -$46.1K -158 -15%
AFC
558
AFT Forsyth & Company
Florida
$237K
PGCM
559
Prescott Group Capital Management
Oklahoma
$235K -$2.1M -7,200 -89%
GKFF
560
George Kaiser Family Foundation
Oklahoma
$235K
WWC
561
Waypoint Wealth Counsel
Georgia
$235K +$260K +893 New
TAM
562
Trust Asset Management
Texas
$234K
CIC
563
Chilton Investment Company
Connecticut
$234K +$259K +889 New
BWP
564
BSW Wealth Partners
Colorado
$232K +$258K +884 New
Jones Financial Companies
565
Jones Financial Companies
Missouri
$232K -$19.8K -68 -7%
BPA
566
Beacon Pointe Advisors
California
$232K -$324K -1,112 -56%
RWB
567
RMR Wealth Builders
New Jersey
$231K +$47.8K +164 +23%
EW
568
Evoke Wealth
California
$229K +$59.8K +205 +31%
DWT
569
Dorsey & Whitney Trust
South Dakota
$229K -$51.9K -178 -17%
AAM
570
Advisors Asset Management
Colorado
$226K -$5.54K -19 -2%
CI
571
CX Institutional
Indiana
$225K +$116K +397 +86%
NAS
572
Nicolet Advisory Services
Wisconsin
$225K -$15.5K -53 -5%
ASN
573
Advisory Services Network
Georgia
$223K -$161K -553 -40%
SC
574
SummitTX Capital
Texas
$223K +$247K +847 New
RF
575
Rossby Financial
Florida
$221K -$9.33K -32 -4%

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,620 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.