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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
GI
576
GAMMA Investing
California
$221K -$57.5K -197 -19%
SRC
577
Shufro Rose & Co
New York
$220K
ERSOT
578
Employees Retirement System of Texas
Texas
$215K -$646K -2,214 -73%
WA
579
Waddell & Associates
Tennessee
$214K +$237K +813 New
WAG
580
Wallace Advisory Group
California
$213K -$47.2K -162 -23%
CGL
581
Clarius Group LLC
Washington
$212K +$235K +805 New
CIA
582
Caerus Investment Advisors
Texas
$210K +$233K +800 New
HTC
583
Haverford Trust Company
Pennsylvania
$207K -$28.3K -97 -11%
FFA
584
Farther Finance Advisors
California
$207K -$4.96K -17 -2%
WPC
585
Wedmont Private Capital
Pennsylvania
$206K -$219K -750 -47%
HNB
586
Huntington National Bank
Ohio
$206K -$9.92K -34 -4%
VF
587
Vest Financial
Virginia
$206K +$228K +783 New
CPC
588
CFC Planning Company
Indiana
$205K +$227K +779 New
Capstone Investment Advisors
589
Capstone Investment Advisors
New York
$203K +$225K +772 New
VFA
590
Valeo Financial Advisors
Indiana
$203K -$19K -65 -8%
GIA
591
Gateway Investment Advisers
Ohio
$202K +$224K +769 New
A
592
AlphaQuest
New York
$201K -$1.37M -4,707 -86%
UB
593
UMB Bank
Missouri
$192K +$46.4K +159 +28%
PA
594
Parallel Advisors
California
$190K +$20.4K +70 +11%
ETC
595
Exchange Traded Concepts
Oklahoma
$185K -$2.65M -9,089 -93%
MG
596
MilWealth Group
Wisconsin
$172K
WTC
597
WhitTier Trust Company
Nevada
$167K -$25.1K -86 -12%
WANY
598
Wealthspire Advisors (New York)
New York
$148K -$198K -679 -55%
QC
599
Quent Capital
New York
$141K +$7.88K +27 +5%
GXJ
600
Global X Japan
Japan
$135K +$148K +506 +5,622%

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.