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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
AssetMark Inc
626
AssetMark Inc
California
$58K -$93K -319 -59%
PPA
627
Pilgrim Partners Asia
Singapore
$57.8K +$64.2K +220 New
OL
628
OneFund LLC
Florida
$56.5K +$2.92K +10 +5%
CI Investments Inc
629
CI Investments Inc
Ontario, Canada
$54K -$1.46K -5 -2%
TPCW
630
TD Private Client Wealth
New York
$53.6K -$9.92K -34 -14%
CFO
631
CVA Family Office
Colorado
$53.4K -$19K -65 -24%
CT
632
Caldwell Trust
Florida
$52.6K
PS
633
Principal Securities
Iowa
$51K -$243K -832 -81%
AF
634
Advisornet Financial
Minnesota
$50.5K -$7K -24 -11%
RDFA
635
Ritter Daniher Financial Advisory
Ohio
$49.9K
TFIPS
636
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.3K
VCM
637
Versant Capital Management
Arizona
$47.3K +$48.7K +167 +1,285%
TIM
638
Tortoise Investment Management
New York
$42.3K
TWD
639
True Wealth Design
Ohio
$42.1K +$42.9K +147 +1,131%
CFD
640
Creative Financial Designs
Indiana
$39.4K -$4.96K -17 -10%
JFGIW
641
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.2K -$102K -349 -70%
SCM
642
Sterling Capital Management
North Carolina
$38.4K -$3.79M -12,987 -99%
OAJ
643
Ogorek Anthony Joseph
New York
$38K -$39.1K -134 -48%
SIM
644
Sentry Investment Management
Wisconsin
$37K -$21.9K -75 -33%
PFBT
645
Parkside Financial Bank & Trust
Missouri
$33.6K -$2.92K -10 -7%
CPBTD
646
Central Pacific Bank - Trust Division
Hawaii
$30.2K +$4.96K +17 +17%
BCWM
647
Bartlett & Co Wealth Management
Ohio
$29.7K -$16K -55 -33%
UOTTAIMCU
648
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$29.2K +$32.4K +111 New
BIA
649
Bell Investment Advisors
California
$27.3K -$7.29K -25 -19%
OWP
650
ORG Wealth Partners
Texas
$26K -$136K -467 -83%

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.