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897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
601
Advisors Asset Management
Colorado
$355K -$281K -672 -43%
AFG
602
Atomi Financial Group
New York
$346K +$50.6K +121 +16%
EH
603
Equitable Holdings
New York
$346K -$3.35K -8 -0.9%
PAG
604
Private Advisor Group
New Jersey
$342K +$22.2K +53 +7%
VFA
605
Valeo Financial Advisors
Indiana
$338K -$28.5K -68 -8%
AFA
606
Arlington Financial Advisors
California
$337K -$1.25K -3 -0.4%
SCP
607
Sivia Capital Partners
California
$336K +$347K +830 New
CNBT
608
Canandaigua National Bank & Trust
New York
$331K -$2.93K -7 -0.8%
HNB
609
Huntington National Bank
Ohio
$331K +$418 +1 +0.1%
FFM
610
Forum Financial Management
Illinois
$329K -$25.1K -60 -7%
DJSG
611
D.J. St. Germain
Massachusetts
$328K
GWMR
612
GC Wealth Management RIA
Massachusetts
$327K +$338K +808 New
PF
613
Phoenix Financial
Israel
$326K +$17.2K +41 +5%
FFA
614
Farther Finance Advisors
California
$325K +$7.95K +19 +2%
GVAG
615
Great Valley Advisor Group
Delaware
$325K -$1.25K -3 -0.4%
GAM
616
Groupama Asset Management
France
$324K -$31.8K -76 -9%
AA
617
ALPS Advisors
Colorado
$319K +$4.18K +10 +1%
NAS
618
Nicolet Advisory Services
Wisconsin
$318K +$103K +246 +34%
BMCM
619
Bryn Mawr Capital Management
Pennsylvania
$316K +$837 +2 +0.3%
PCM
620
Polymer Capital Management
New York
$316K +$327K +781 New
EWA
621
EverSource Wealth Advisors
Alabama
$306K +$140K +335 +79%
BCM
622
Brookstone Capital Management
Illinois
$304K -$2.93K -7 -0.9%
CI
623
Cigna Investments
Connecticut
$302K -$9.62K -23 -3%
FSC
624
Full Sail Capital
Oklahoma
$301K +$312K +745 New
WTC
625
WhitTier Trust Company
Nevada
$297K

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.