We are live on ! Find out more

920 hedge funds and large institutions have $30.8B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 335 increasing their positions, 375 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $47.8M

1.47% more ownership

Funds ownership: 94.12%95.6% (+1.5%)

3% less funds holding

Funds holding: 952920 (-32)

11% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

12% less capital invested

Capital invested by funds: $35.2B → $30.8B (-$4.37B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
920
Holders Change
-32
Holders Change %
-3.36%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
89
Increased
335
Reduced
375
Closed
101
Calls
$79.2M
Puts
$47.8M
Net Calls
+$31.5M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
576
Allstate Corporation
Illinois
$474K -$553K -1,122 -50%
MG
577
Mather Group
Illinois
$473K -$64.6K -131 -10%
AWS
578
Atria Wealth Solutions
New York
$471K
FHA
579
First Horizon Advisors
Tennessee
$471K -$1.48K -3 -0.3%
TCA
580
Transcend Capital Advisors
New Jersey
$471K -$4.93K -10 -0.9%
Walleye Capital
581
Walleye Capital
New York
$470K -$1.72M -3,492 -76%
SAM
582
Sompo Asset Management
Japan
$470K -$44.4K -90 -7%
SC
583
Syon Capital
California
$468K +$84.8K +172 +18%
HI
584
Horizon Investments
North Carolina
$465K +$28.1K +57 +5%
UWS
585
Unique Wealth Strategies
Illinois
$464K +$11.3K +23 +2%
TP
586
Tranquility Partners
Tennessee
$458K -$7.88K -16 -1%
WA
587
Wealth Alliance
New York
$457K +$2.46K +5 +0.5%
IAA
588
Independent Advisor Alliance
North Carolina
$446K -$17.2K -35 -3%
AG
589
Ascent Group
Virginia
$445K +$65.1K +132 +14%
MCM
590
Monument Capital Management
Virginia
$439K
BTWM
591
Baker Tilly Wealth Management
Wisconsin
$438K -$17.7K -36 -3%
LCM
592
Liberty Capital Management
Michigan
$433K -$24.1K -49 -5%
IP
593
Intellectus Partners
California
$428K -$12.8K -26 -2%
DWM
594
Diversify Wealth Management
Utah
$428K -$167K -339 -25%
DWT
595
Dorsey & Whitney Trust
South Dakota
$425K +$92.2K +187 +23%
CFO
596
Callan Family Office
Pennsylvania
$421K +$44.4K +90 +10%
AAS
597
Avantax Advisory Services
Texas
$417K +$63.6K +129 +15%
HCM
598
Hengehold Capital Management
Ohio
$413K +$36.5K +74 +8%
WAM
599
Wolverine Asset Management
Illinois
$412K
SWA
600
Stratos Wealth Advisors
Ohio
$408K -$20.2K -41 -4%

IT Hedge Fund Activity: Q1 2025 in Review

920 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2025, worth a combined $30.8B — down 12% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IT and 89 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 335 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $459M. The largest seller was Massachusetts Financial Services, cutting an estimated $509M.

  • 920 institutional investors held Gartner (IT) as of Q1 2025, down from 952 in Q4 2024.
  • Funds reported $30.8B of Gartner stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new Gartner positions in Q1 2025 and 101 closed out, a net change of -12 holders.
  • The largest Gartner buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $459M added.
  • The largest Gartner seller in Q1 2025 was Massachusetts Financial Services, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.