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646 hedge funds and large institutions have $9.68B invested in Gartner in 2026 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 191 increasing their positions, 295 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.44% more ownership

Funds ownership: 107.03%111.47% (+4.4%)

8% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $87.5M

10% less funds holding

Funds holding: 716646 (-70)

19% less capital invested

Capital invested by funds: $11.9B → $9.68B (-$2.26B)

35% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 295

41% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 143

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
646
Holders Change
-70
Holders Change %
-9.78%
% of All Funds
7.8%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
85
Increased
191
Reduced
295
Closed
143
Calls
$94.5M
Puts
$87.5M
Net Calls
+$7M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
601
Country Trust Bank
Illinois
$1.04K
SEP
602
Signature Equity Partners
Ohio
$1.04K +$301 +2 +33%
BFS
603
Bare Financial Services
Pennsylvania
$1.04K +$1.21K +8 New
EB
604
Eastern Bank
Massachusetts
$907
PS
605
Planning Strategies
Pennsylvania
$907 +$1.05K +7 New
PWMG
606
Prestige Wealth Management Group
New Jersey
$778 -$1.51K -10 -63%
EC
607
Elequin Capital
New York
$778
NRG
608
Nemes Rush Group
Michigan
$778
SA
609
Strategic Advocates
Utah
$778
TWC
610
TD Waterhouse Canada
Ontario, Canada
$669 -$753 -5 -50%
W
611
WealthCollab
Washington
$649 -$8.28K -55 -92%
HHGA
612
Halbert Hargrove Global Advisors
California
$649
QWM
613
Quaker Wealth Management
New Jersey
$649
PWMG
614
Private Wealth Management Group
New Jersey
$649 +$151 +1 +25%
WETS
615
Wealth Enhancement Trust Services
South Dakota
$648 -$8.89K -59 -92%
HFS
616
Hughes Financial Services
Virginia
$648 -$1.21K -8 -62%
RWM
617
Raffa Wealth Management
District of Columbia
$648 -$1.21K -8 -62%
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
$648
TSMHT
619
Thurston Springer Miller Herd & Titak
Indiana
$647
BIM
620
Breakwater Investment Management
Washington
$519 +$151 +1 +33%
HIA
621
HFM Investment Advisors
New Jersey
$519 +$602 +4 New
CJ
622
Caitlin John
Michigan
$518
PGAM
623
Princeton Global Asset Management
New Jersey
$518 +$602 +4 New
SFCL
624
Strengthening Families & Communities LLC
Massachusetts
$518 +$602 +4 New
TFM
625
TFC Financial Management
Massachusetts
$389 -$151 -1 -25%

IT Hedge Fund Activity: Q2 2026 in Review

646 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2026, worth a combined $9.68B — down 19% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of IT and 85 opened new positions — a net loss of 58 holders — while 295 trimmed existing stakes and 191 added.

The largest buyer was BAMCO Inc, adding an estimated $254M. The largest seller was Capital International Investors, exiting entirely with an estimated $320M sold.

  • 646 institutional investors held Gartner (IT) as of Q2 2026, down from 716 in Q1 2026.
  • Funds reported $9.68B of Gartner stock for Q2 2026, down 19% quarter-over-quarter.
  • 85 funds opened new Gartner positions in Q2 2026 and 143 closed out, a net change of -58 holders.
  • The largest Gartner buyer in Q2 2026 was BAMCO Inc, an estimated $254M added.
  • The largest Gartner seller in Q2 2026 was Capital International Investors, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2026.