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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
ORG
626
Optimist Retirement Group
Washington
$297K +$74.5K +178 +32%
JIC
627
Johnson Investment Counsel
Ohio
$295K -$418 -1 -0.1%
SF
628
Summit Financial
New Jersey
$291K -$684K -1,635 -69%
WAG
629
Wallace Advisory Group
California
$290K +$3.35K +8 +1%
RWB
630
RMR Wealth Builders
New Jersey
$289K +$1.67K +4 +0.6%
ICP
631
Impact Capital Partners
Colorado
$288K +$17.2K +41 +6%
WIA
632
World Investment Advisors
California
$285K +$295K +705 New
JSSH
633
J. Safra Sarasin Holding
$283K +$293K +701 New
SACTSONJ
634
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$283K
NWAG
635
Net Worth Advisory Group
Utah
$281K +$8.79K +21 +3%
FCG
636
Fielder Capital Group
Tennessee
$280K +$49.4K +118 +21%
AC
637
Avestar Capital
New York
$279K -$21.8K -52 -7%
RB
638
Renasant Bank
Mississippi
$279K +$7.11K +17 +3%
RP
639
Riverwater Partners
Wisconsin
$276K +$3.77K +9 +1%
IA
640
IFP Advisors
Florida
$275K +$145K +346 +103%
SCM
641
SCS Capital Management
Massachusetts
$274K
OAM
642
Ostrum Asset Management
France
$271K -$54K -129 -16%
MC
643
Moors & Cabot
Massachusetts
$271K -$20.9K -50 -7%
TCM
644
Teza Capital Management
Illinois
$270K -$381K -910 -58%
EW
645
Evoke Wealth
California
$270K +$280K +668 New
OWCM
646
One Wealth Capital Management
Arizona
$270K +$4.18K +10 +2%
RFC
647
Regions Financial Corp
Alabama
$268K -$31.4K -75 -10%
HT
648
Headlands Technologies
Illinois
$267K -$900K -2,150 -77%
HKIMG
649
Hutchens & Kramer Investment Management Group
Indiana
$266K -$3.35K -8 -1%
TPI
650
Trust Point Inc
Wisconsin
$266K -$8.37K -20 -3%

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.