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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
MCM
651
MV Capital Management
Maryland
$25.2K +$9.63K +33 +52%
CMP
652
Coston McIsaac & Partners
Maine
$24K
CCM
653
Chilton Capital Management
Texas
$23.4K -$8.17K -28 -24%
WBC
654
West Branch Capital
Massachusetts
$22.3K +$5.83K +20 +31%
FHC
655
First Horizon Corporation
Tennessee
$22.3K +$24.8K +85 New
GRP
656
Global Retirement Partners
California
$20.8K -$11.7K -40 -34%
FFO
657
Fortitude Family Office
Arizona
$20.8K -$3.5K -12 -13%
HIA
658
Harbor Investment Advisory
Maryland
$20.2K
HDIM
659
Hanson & Doremus Investment Management
Vermont
$20K -$43.7K -150 -67%
OP
660
ORG Partners
Indiana
$19.2K -$292 -1 -1%
GKIM
661
GW&K Investment Management
Massachusetts
$19K -$12K -41 -36%
SCA
662
Stuart Chaussee & Associates
California
$18.9K
RA
663
Ransom Advisory
Rhode Island
$18.4K
WA
664
WPG Advisers
Maryland
$17.9K -$7.29K -25 -27%
ST
665
Smithfield Trust
Pennsylvania
$17K
CT
666
Colonial Trust
South Carolina
$16.4K -$2.63K -9 -13%
IUHSA
667
Itau Unibanco Holding S.A.
Brazil
$16.3K -$875 -3 -5%
JSAM
668
J. Safra Asset Management
New York
$16K +$1.75K +6 +11%
MA
669
MCF Advisors
Kentucky
$15.8K
TCOV
670
Trust Company of Vermont
Vermont
$15.8K
AA
671
Addison Advisors
Vermont
$15.5K -$2.04K -7 -11%
FFA
672
Frazier Financial Advisors
Ohio
$15.5K
CPG
673
Cornerstone Planning Group
New Jersey
$15.4K +$12.3K +42 +210%
HWM
674
Hemington Wealth Management
Virginia
$15K -$12.5K -43 -42%
SIC
675
SJS Investment Consulting
Ohio
$14.7K +$14.6K +50 +833%

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.