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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
NIM
601
NEOS Investment Management
Connecticut
$405K +$493 +1 +0.1%
GL
602
Graypoint LLC
New York
$403K -$12.3K -25 -3%
KMWM
603
Keudell/Morrison Wealth Management
Oregon
$399K -$1.97K -4 -0.4%
HTC
604
Haverford Trust Company
Pennsylvania
$395K
LFG
605
Larson Financial Group
Missouri
$390K +$130K +264 +40%
AWM
606
Apollon Wealth Management
South Carolina
$388K -$70.5K -143 -13%
DC
607
Davenport & Co
Virginia
$387K +$46.8K +95 +12%
SC
608
Savant Capital
Illinois
$385K -$92.6K -188 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
609
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$384K +$451K +916 New
RF
610
Rossby Financial
Florida
$384K -$33K -67 -7%
VFA
611
Valeo Financial Advisors
Indiana
$379K -$1.48K -3 -0.3%
GC
612
Guggenheim Capital
Illinois
$378K -$166K -336 -27%
ACA
613
Aptus Capital Advisors
Alabama
$376K -$200K -405 -31%
SFI
614
Siemens Fonds Invest
Germany
$375K +$19.2K +39 +5%
TAM
615
Trust Asset Management
Texas
$374K -$16.3K -33 -4%
WANY
616
Wealthspire Advisors (New York)
New York
$373K +$46.3K +94 +12%
GAM
617
Groupama Asset Management
France
$368K +$434K +880 New
FFM
618
Forum Financial Management
Illinois
$367K -$25.1K -51 -6%
Envestnet Portfolio Solutions
619
Envestnet Portfolio Solutions
Illinois
$365K -$881K -1,788 -67%
EH
620
Equitable Holdings
New York
$362K -$26.6K -54 -6%
JFGIW
621
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K +$169K +342 +66%
CIAM
622
Caitong International Asset Management
Hong Kong
$357K +$369K +748 +726%
LP
623
LMR Partners
United Kingdom
$352K +$413K +838 New
AFA
624
Arlington Financial Advisors
California
$351K +$28.6K +58 +7%
DAS
625
Diversify Advisory Services
Utah
$347K -$11.3K -23 -3%

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.