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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
WI
651
WrapManager Inc
California
$266K -$56.5K -135 -17%
BMCM
652
Burns Matteson Capital Management
New York
$264K -$9.21K -22 -3%
MG
653
MilWealth Group
Wisconsin
$264K
PA
654
Parallel Advisors
California
$264K -$53.6K -128 -16%
BWM
655
Baron Wealth Management
Michigan
$264K +$38.1K +91 +16%
LAM
656
Lakewood Asset Management
Illinois
$263K
LFG
657
Larson Financial Group
Missouri
$257K -$122K -291 -31%
DE
658
Diversified Enterprises
Delaware
$256K -$4.6K -11 -2%
MWM
659
MinichMacGregor Wealth Management
New York
$255K
OPCM
660
Osborne Partners Capital Management
California
$253K
CP
661
Castleview Partners
Texas
$251K +$5.44K +13 +2%
Wolverine Trading
662
Wolverine Trading
Illinois
$249K -$358K -855 -58%
FTWA
663
Fifth Third Wealth Advisors
Ohio
$248K -$17.2K -41 -6%
EWA
664
EP Wealth Advisors
California
$248K -$78.2K -187 -23%
TA
665
Tectonic Advisors
Texas
$245K -$1.67K -4 -0.7%
TIA
666
Tandem Investment Advisors
South Carolina
$244K +$252K +603 New
GWP
667
Gen-Wealth Partners
Michigan
$244K +$36.8K +88 +17%
TWC
668
TD Waterhouse Canada
Ontario, Canada
$241K +$8.79K +21 +4%
CAM
669
Claret Asset Management
Quebec, Canada
$240K +$248K +593 New
TCBWMS
670
Texas Capital Bank Wealth Management Services
Texas
$239K +$418 +1 +0.2%
MPM
671
MBB Public Markets
Illinois
$239K -$55.7K -133 -18%
JTWM
672
Jackson Thornton Wealth Management
Alabama
$239K +$250K +598 New
BP
673
Ballentine Partners
Massachusetts
$238K +$43.9K +105 +22%
CCWM
674
Cassaday & Co Wealth Management
Virginia
$236K +$245K +585 New
RCAG
675
Rehmann Capital Advisory Group
Michigan
$236K -$20.1K -48 -8%

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.