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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
CNBT
626
Canandaigua National Bank & Trust
New York
$347K -$82.3K -167 -17%
HNB
627
Huntington National Bank
Ohio
$343K -$142K -288 -26%
DJSG
628
D.J. St. Germain
Massachusetts
$341K
ACM
629
Andina Capital Management
Utah
$340K +$399K +809 New
GVAG
630
Great Valley Advisor Group
Delaware
$338K -$46.8K -95 -11%
OAM
631
Ostrum Asset Management
France
$336K -$471K -956 -54%
EWA
632
EP Wealth Advisors
California
$336K +$18.7K +38 +5%
PAG
633
Private Advisor Group
New Jersey
$333K -$9.36K -19 -2%
WI
634
WrapManager Inc
California
$332K -$54.7K -111 -12%
WAG
635
Wallace Advisory Group
California
$330K -$149K -302 -31%
FPAS
636
Focus Partners Advisor Solutions
Missouri
$330K +$387K +786 New
PA
637
Parallel Advisors
California
$328K +$22.2K +45 +6%
CI
638
CX Institutional
Indiana
$328K -$208K -422 -35%
BMCM
639
Bryn Mawr Capital Management
Pennsylvania
$327K -$36.5K -74 -9%
AA
640
ALPS Advisors
Colorado
$327K +$39.4K +80 +11%
FFA
641
Farther Finance Advisors
California
$325K -$8.38K -17 -2%
WA
642
Waverly Advisors
Alabama
$323K +$25.6K +52 +7%
CI
643
Cigna Investments
Connecticut
$323K -$5.42K -11 -1%
PF
644
Phoenix Financial
Israel
$322K -$15.8K -32 -4%
BCM
645
Brookstone Capital Management
Illinois
$319K +$374K +759 New
IWC
646
Integrated Wealth Concepts
Massachusetts
$318K -$45.3K -92 -11%
PCM
647
Permanent Capital Management
Illinois
$315K +$2.96K +6 +0.8%
SAM
648
Shell Asset Management
Netherlands
$313K
SAW
649
Signal Advisors Wealth
Michigan
$312K +$986 +2 +0.3%
AC
650
Avestar Capital
New York
$311K -$95.1K -193 -21%

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.