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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
576
Horizon Investments
North Carolina
$509K +$3.09K +6 +0.6%
IP
577
Intellectus Partners
California
$507K -$203K -393 -27%
MCM
578
Monument Capital Management
Virginia
$506K -$4.64K -9 -0.9%
AI
579
AXS Investments
New York
$503K -$1.36M -2,642 -72%
WAG
580
Wallace Advisory Group
California
$499K +$13.4K +26 +3%
SWA
581
Stratos Wealth Advisors
Ohio
$490K -$516 -1 -0.1%
BPC
582
Bryce Point Capital
New York
$485K +$517K +1,002 New
SRL
583
Scientech Research LLC
New Jersey
$483K +$68.6K +133 +15%
CNBT
584
Canandaigua National Bank & Trust
New York
$481K -$251K -487 -33%
FAN
585
Financial Advisors Network
California
$481K +$511K +992 New
RF
586
Rossby Financial
Florida
$479K +$510K +989 New
GL
587
Graypoint LLC
New York
$477K -$121K -234 -19%
WAM
588
Wolverine Asset Management
Illinois
$476K
NIM
589
NEOS Investment Management
Connecticut
$468K -$3.61K -7 -0.7%
WBC
590
Westpac Banking Corp
Australia
$465K -$7.22K -14 -1%
DFCM
591
Dark Forest Capital Management
Puerto Rico
$465K -$96.4K -187 -16%
KMWM
592
Keudell/Morrison Wealth Management
Oregon
$462K -$81.5K -158 -14%
DS
593
DRW Securities
Illinois
$458K +$256K +496 +110%
SC
594
Syon Capital
California
$457K -$16.5K -32 -3%
HTC
595
Haverford Trust Company
Pennsylvania
$456K
AC
596
Avestar Capital
New York
$452K +$63.4K +123 +15%
AG
597
Ascent Group
Virginia
$450K +$21.7K +42 +5%
GIA
598
Gateway Investment Advisers
Ohio
$450K +$478K +928 New
FFM
599
Forum Financial Management
Illinois
$448K
TAM
600
Trust Asset Management
Texas
$447K

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.