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Gartner
IT

Overview Fund Activity

908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$391M
2
Two Sigma Investments
Two Sigma Investments
New York
+$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$159M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
5
First Trust Advisors
First Trust Advisors
Illinois
+$131M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$434M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$301M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$88.6M
4
Morgan Stanley
Morgan Stanley
New York
-$84.3M
5
AI
Axiom Investors
Connecticut
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
676
UMB Bank
Missouri
$258K +$25.6K +61 +11%
TA
677
Tectonic Advisors
Texas
$256K – – –
CP
678
Castleview Partners
Texas
$256K -$839 -2 -0.3%
CAAS
679
Capital Asset Advisory Services
Michigan
$250K – – –
MA
680
Mutual Advisors
Nebraska
$250K +$30.4K +73 +14%
TCBWMS
681
Texas Capital Bank Wealth Management Services
Texas
$248K +$248K +591 New
AWM
682
Axxcess Wealth Management
California
$248K – – –
PCIA
683
Prime Capital Investment Advisors
Kansas
$246K +$31.9K +76 +15%
MMA
684
Miracle Mile Advisors
California
$245K +$29.4K +70 +14%
GS
685
GTS Securities
New York
$244K -$725K -1,728 -75%
CGL
686
Clarius Group LLC
Washington
$243K +$243K +579 New
FCG
687
Fielder Capital Group
Tennessee
$241K -$5.04K -12 -2%
PPWP
688
Premier Path Wealth Partners
New Jersey
$240K +$2.52K +6 +1%
GKFF
689
George Kaiser Family Foundation
Oklahoma
$239K +$239K +570 New
CI
690
CacheTech Inc
Utah
$239K +$239K +572 New
AWM
691
Adams Wealth Management
Utah
$239K +$239K +572 New
SCM
692
Stevens Capital Management
Pennsylvania
$238K +$34.9K +83 +17%
LCWP
693
Legacy Capital Wealth Partners
Arkansas
$237K +$7.56K +18 +3%
TWC
694
TD Waterhouse Canada
Ontario, Canada
$236K -$77.3K -187 -25%
BWM
695
Baron Wealth Management
Michigan
$235K +$37.8K +90 +19%
AF
696
Allworth Financial
California
$235K +$12.5K +30 +6%
ORG
697
Optimist Retirement Group
Washington
$233K +$20.1K +48 +9%
BIG
698
Brooklyn Investment Group
New York
$232K +$74.3K +177 +47%
KP
699
Keel Point
Alabama
$230K +$14.3K +34 +7%
EAM
700
Eventide Asset Management
Massachusetts
$229K -$7.94M -18,983 -97%
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