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Gartner
IT

Overview Fund Activity

939 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 320 increasing their positions, 341 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
12.5%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
320
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$154M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M
4
Millennium Management
Millennium Management
New York
+$92.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$91M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$426M
2
Polen Capital Management
Polen Capital Management
Florida
-$275M
3
SGA
Sustainable Growth Advisers
Connecticut
-$82.9M
4
FPP
Findlay Park Partners
United Kingdom
-$61.8M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIMG
651
Hutchens & Kramer Investment Management Group
Indiana
$334K -$207K -428 -38%
PCM
652
Prelude Capital Management
New York
$334K +$334K +689 New
RB
653
Renasant Bank
Mississippi
$333K +$4.36K +9 +1%
NWAG
654
Net Worth Advisory Group
Utah
$332K +$1.45K +3 +0.4%
SAM
655
Strive Asset Management
Ohio
$328K +$328K +676 New
JWM
656
JFG Wealth Management
Colorado
$322K +$322K +665 New
LFG
657
Larson Financial Group
Missouri
$322K -$99.8K -206 -24%
SWM
658
Salvus Wealth Management
New Jersey
$322K +$1.94K +4 +0.6%
QCG
659
Quadrant Capital Group
Ohio
$320K -$5.33K -11 -2%
GM
660
GeoWealth Management
Illinois
$320K -$95.4K -197 -23%
BWP
661
BSW Wealth Partners
Colorado
$320K +$6.78K +14 +2%
MG
662
MilWealth Group
Wisconsin
$317K -$28.6K -59 -8%
LAM
663
Lakewood Asset Management
Illinois
$315K – – –
OWA
664
Opal Wealth Advisors
New York
$315K -$40.7K -84 -11%
Wolverine Trading
665
Wolverine Trading
Illinois
$313K +$313K +645 New
HFM
666
Harvest Fund Management
China
$312K – – –
DE
667
Diversified Enterprises
Delaware
$311K – – –
BJL
668
Brighton Jones LLC
Washington
$309K +$309K +637 New
MWM
669
MinichMacGregor Wealth Management
New York
$305K – – –
OPCM
670
Osborne Partners Capital Management
California
$303K -$48.4K -100 -14%
RCAG
671
Rehmann Capital Advisory Group
Michigan
$300K +$1.45K +3 +0.5%
FTWA
672
Fifth Third Wealth Advisors
Ohio
$296K -$3.88K -8 -1%
CP
673
Castleview Partners
Texas
$295K -$163K -338 -36%
TA
674
Tectonic Advisors
Texas
$295K -$149K -308 -34%
CIA
675
Concurrent Investment Advisors
Florida
$294K -$49.4K -102 -14%
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