We are live on ! Find out more

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
ECA
626
Elevated Capital Advisors
Utah
$389
GSWM
627
Golden State Wealth Management
California
$389
NWS
628
Nvest Wealth Strategies
Ohio
$389
CA
629
Continuum Advisory
Idaho
$389 +$452 +3 New
WSFS
630
Wilmington Savings Fund Society
Delaware
$259 -$6.48K -43 -96%
BHWM
631
Bay Harbor Wealth Management
Maryland
$259 -$151 -1 -33%
BWS
632
Buck Wealth Strategies
Colorado
$259 +$301 +2 New
CFM
633
Compass Financial Management
Florida
$259 +$301 +2 New
CCMI
634
Creative Capital Management Investments
California
$259 +$301 +2 New
DCM
635
Davis Capital Management
Florida
$259 +$301 +2 New
M
636
MOTCO
Texas
$259 +$301 +2 New
BCV
637
Banque Cantonale Vaudoise
Switzerland
$256 -$661K -4,392 -69%
DF
638
DecisionPoint Financial
Arizona
$134
KFI
639
Key Financial Inc
Pennsylvania
$130 -$2.11K -14 -93%
VNA
640
Valley National Advisers
Pennsylvania
$130 -$1.35K -9 -90%
DPW
641
DiNuzzo Private Wealth
Pennsylvania
$130
IW
642
Imprint Wealth
South Carolina
$130
WA
643
WestEnd Advisors
North Carolina
$130
PMFA
644
Plante Moran Financial Advisors
Michigan
$130 +$151 +1 New
Capital International Investors
645
Capital International Investors
California
-$320M -2,022,839 Closed
Voloridge Investment Management
646
Voloridge Investment Management
Florida
-$17M -107,670 Closed
RPI
647
Railway Pension Investments
United Kingdom
-$14.5M -91,378 Closed
A
648
AustralianSuper
Australia
-$11M -69,340 Closed
GIG
649
Goodnow Investment Group
Connecticut
-$9.4M -59,383 Closed
Holocene Advisors
650
Holocene Advisors
New York
-$5.97M -37,709 Closed

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.