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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
651
EntryPoint Capital
New York
$348K +$371K +719 New
WA
652
Waverly Advisors
Alabama
$348K +$370K +718 New
OWCM
653
One Wealth Capital Management
Arizona
$342K +$364K +706 New
AA
654
ALPS Advisors
Colorado
$339K
SACTSONJ
655
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$339K
OAM
656
Occidental Asset Management
California
$334K +$128K +249 +56%
HKIMG
657
Hutchens & Kramer Investment Management Group
Indiana
$334K -$221K -428 -38%
PCM
658
Prelude Capital Management
New York
$334K +$355K +689 New
RB
659
Renasant Bank
Mississippi
$333K +$4.64K +9 +1%
NWAG
660
Net Worth Advisory Group
Utah
$332K +$1.55K +3 +0.4%
SAM
661
Strive Asset Management
Ohio
$328K +$349K +676 New
JWM
662
JFG Wealth Management
Colorado
$322K +$343K +665 New
LFG
663
Larson Financial Group
Missouri
$322K -$106K -206 -24%
SWM
664
Salvus Wealth Management
New Jersey
$322K +$2.06K +4 +0.6%
QCG
665
Quadrant Capital Group
Ohio
$320K -$5.67K -11 -2%
GM
666
GeoWealth Management
Illinois
$320K -$102K -197 -23%
BWP
667
BSW Wealth Partners
Colorado
$320K +$7.22K +14 +2%
MG
668
MilWealth Group
Wisconsin
$317K -$30.4K -59 -8%
LAM
669
Lakewood Asset Management
Illinois
$315K
OWA
670
Opal Wealth Advisors
New York
$315K -$43.3K -84 -11%
Wolverine Trading
671
Wolverine Trading
Illinois
$313K +$333K +645 New
HFM
672
Harvest Fund Management
China
$312K
DE
673
Diversified Enterprises
Delaware
$311K
BJL
674
Brighton Jones LLC
Washington
$309K +$328K +637 New
MWM
675
MinichMacGregor Wealth Management
New York
$305K

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.