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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
EH
601
Equitable Holdings
New York
$444K +$473K +917 New
HCA
602
Harbor Capital Advisors
Illinois
$444K +$11.3K +22 +2%
CFO
603
Callan Family Office
Pennsylvania
$442K +$470K +912 New
HCM
604
Hengehold Capital Management
Ohio
$441K +$161K +313 +52%
Balyasny Asset Management
605
Balyasny Asset Management
Illinois
$440K -$26.5M -51,494 -98%
VFA
606
Valeo Financial Advisors
Indiana
$439K +$4.12K +8 +0.9%
WI
607
WrapManager Inc
California
$437K -$113K -220 -20%
GVAG
608
Great Valley Advisor Group
Delaware
$436K +$464K +900 New
EP
609
Edgestream Partners
New Jersey
$431K -$4.17M -8,087 -90%
TPI
610
Trust Point Inc
Wisconsin
$420K +$62.4K +121 +16%
AAS
611
Avantax Advisory Services
Texas
$419K -$412K -800 -48%
SFI
612
Siemens Fonds Invest
Germany
$415K +$17K +33 +4%
DAS
613
Diversify Advisory Services
Utah
$415K -$115K -224 -21%
BMCM
614
Bryn Mawr Capital Management
Pennsylvania
$414K -$225K -437 -34%
TS
615
Triglav Skladi
Slovenia
$412K +$438K +850 New
IWC
616
Integrated Wealth Concepts
Massachusetts
$412K -$5.16K -10 -1%
LAM
617
LECAP Asset Management
United Kingdom
$408K +$434K +842 New
DC
618
Davenport & Co
Virginia
$400K +$4.64K +9 +1%
DWT
619
Dorsey & Whitney Trust
South Dakota
$400K +$10.3K +20 +2%
FCP
620
Fidelis Capital Partners
Florida
$394K +$12.9K +25 +4%
PAG
621
Private Advisor Group
New Jersey
$394K -$45.4K -88 -10%
BMCM
622
Burns Matteson Capital Management
New York
$394K -$14.4K -28 -3%
BBHC
623
Brown Brothers Harriman & Co
New York
$394K +$46.9K +91 +13%
CT
624
ClearAlpha Technologies
Connecticut
$393K -$51K -99 -11%
DJSG
625
D.J. St. Germain
Massachusetts
$393K

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.