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Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$325M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$201M
3
SGA
Sustainable Growth Advisers
Connecticut
+$196M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$137M
5
UBS Group
UBS Group
Switzerland
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$462M
3
GIM
Generation Investment Management
United Kingdom
-$413M
4
Principal Financial Group
Principal Financial Group
Iowa
-$151M
5
Franklin Resources
Franklin Resources
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
576
NEOS Investment Management
Connecticut
$393K +$2.43K +6 +0.6%
AWM
577
Apollon Wealth Management
South Carolina
$390K +$15.8K +39 +4%
SWA
578
Stratos Wealth Advisors
Ohio
$390K -$2.83K -7 -0.7%
BBHC
579
Brown Brothers Harriman & Co
New York
$389K +$93K +230 +31%
BTWM
580
Baker Tilly Wealth Management
Wisconsin
$388K -$33.6K -83 -8%
Jones Financial Companies
581
Jones Financial Companies
Missouri
$381K +$129K +320 +51%
ACA
582
Aptus Capital Advisors
Alabama
$377K +$15K +37 +4%
IFA
583
Index Fund Advisors
California
$373K +$373K +924 New
SC
584
Sapient Capital
Indiana
$373K -$5.26M -13,021 -93%
DO
585
denkapparat Operations
Germany
$373K +$80.8K +200 +28%
CA
586
Clearstead Advisors
Ohio
$372K +$329K +814 +768%
RF
587
Rossby Financial
Florida
$369K -$3.23K -8 -0.9%
IAA
588
Independent Advisor Alliance
North Carolina
$369K -$59.8K -148 -14%
AFC
589
AFT Forsyth & Company
Florida
$364K -$109K -270 -23%
GKFF
590
George Kaiser Family Foundation
Oklahoma
$362K +$131K +325 +57%
TAM
591
Trust Asset Management
Texas
$360K – – –
ACM
592
Andina Capital Management
Utah
$359K +$31.9K +79 +10%
HTC
593
Haverford Trust Company
Pennsylvania
$357K -$23.4K -58 -6%
AAM
594
Advisors Asset Management
Colorado
$355K -$272K -672 -43%
AFG
595
Atomi Financial Group
New York
$346K +$48.9K +121 +16%
EH
596
Equitable Holdings
New York
$346K -$3.23K -8 -0.9%
PAG
597
Private Advisor Group
New Jersey
$342K +$21.4K +53 +7%
AFA
598
Arlington Financial Advisors
California
$337K -$1.21K -3 -0.4%
SCP
599
Sivia Capital Partners
California
$336K +$336K +830 New
CNBT
600
Canandaigua National Bank & Trust
New York
$331K -$2.83K -7 -0.8%
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