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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
0.11%
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
SWM
601
Spire Wealth Management
Virginia
$134K +$134K +458 +898%
WBC
602
Westpac Banking Corp
Australia
$133K -$748K -2,566 -84%
LS
603
Livforsakringsbolaget Skandia
Sweden
$131K
PPC
604
Park Place Capital
Alabama
$131K
Fidelity International
605
Fidelity International
Bermuda
$127K
SSG
606
Summit Securities Group
New York
$114K +$111K +382 +735%
GBT
607
Grove Bank & Trust
Florida
$110K -$564K -1,935 -82%
PCM
608
Penserra Capital Management
California
$108K +$1.17K +4 +1%
TWC
609
TD Waterhouse Canada
Ontario, Canada
$92.1K -$65.6K -225 -38%
CAM
610
Creekmur Asset Management
Illinois
$91.5K -$66.5K -228 -40%
SC
611
Steph & Co
Wisconsin
$87K +$9.33K +32 +11%
Federated Hermes
612
Federated Hermes
Pennsylvania
$86.7K -$42.9M -147,213 -100%
CA
613
Clearstead Advisors
Ohio
$83.1K -$176K -604 -66%
ADL
614
Asset Dedication LLC
California
$83.1K +$62.7K +215 +213%
SGK
615
Steigerwald Gordon & Koch
Virginia
$81.8K +$90.7K +311 New
BTI
616
Blue Trust Inc
Georgia
$78.9K -$2.92K -10 -3%
EPW
617
Evergreen Private Wealth
Colorado
$78.1K +$3.79K +13 +5%
SS
618
Sunbelt Securities
Texas
$78.1K +$4.08K +14 +5%
OIAM
619
OFI Invest Asset Management
France
$72.7K +$23K +79 +32%
CH
620
Cromwell Holdings
Wyoming
$70.5K +$23.6K +81 +43%
CTC
621
Central Trust Company
Missouri
$70.2K -$11.1K -38 -12%
RIL
622
Rothschild Investment LLC
Illinois
$67K +$18.1K +62 +32%
APW
623
Aventura Private Wealth
Florida
$63.9K +$1.75K +6 +3%
WT
624
Whittier Trust
California
$63.8K
PTC
625
Private Trust Company
Ohio
$59.4K -$36.7K -126 -36%

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 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.