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920 hedge funds and large institutions have $30.8B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 335 increasing their positions, 375 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $47.8M

1.47% more ownership

Funds ownership: 94.12%95.6% (+1.5%)

3% less funds holding

Funds holding: 952920 (-32)

11% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

12% less capital invested

Capital invested by funds: $35.2B → $30.8B (-$4.37B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
920
Holders Change
-32
Holders Change %
-3.36%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
89
Increased
335
Reduced
375
Closed
101
Calls
$79.2M
Puts
$47.8M
Net Calls
+$31.5M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
676
MilWealth Group
Wisconsin
$275K
LAM
677
Lakewood Asset Management
Illinois
$273K
DE
678
Diversified Enterprises
Delaware
$271K +$1.97K +4 +0.6%
JWM
679
JFG Wealth Management
Colorado
$269K -$11.3K -23 -3%
RCAG
680
Rehmann Capital Advisory Group
Michigan
$266K +$6.41K +13 +2%
MWM
681
MinichMacGregor Wealth Management
New York
$264K
OPCM
682
Osborne Partners Capital Management
California
$262K
Jones Financial Companies
683
Jones Financial Companies
Missouri
$262K +$59.1K +120 +24%
UB
684
UMB Bank
Missouri
$258K +$30.1K +61 +11%
TA
685
Tectonic Advisors
Texas
$256K
CP
686
Castleview Partners
Texas
$256K -$986 -2 -0.3%
CAAS
687
Capital Asset Advisory Services
Michigan
$250K
MA
688
Mutual Advisors
Nebraska
$250K +$36K +73 +14%
TCBWMS
689
Texas Capital Bank Wealth Management Services
Texas
$248K +$291K +591 New
AWM
690
Axxcess Wealth Management
California
$248K
PCIA
691
Prime Capital Investment Advisors
Kansas
$246K +$37.5K +76 +15%
MMA
692
Miracle Mile Advisors
California
$245K +$34.5K +70 +14%
GS
693
GTS Securities
New York
$244K -$852K -1,728 -75%
CGL
694
Clarius Group LLC
Washington
$243K +$285K +579 New
FCG
695
Fielder Capital Group
Tennessee
$241K -$5.91K -12 -2%
PPWP
696
Premier Path Wealth Partners
New Jersey
$240K +$2.96K +6 +1%
GKFF
697
George Kaiser Family Foundation
Oklahoma
$239K +$281K +570 New
AWM
698
Adams Wealth Management
Utah
$239K +$282K +572 New
CI
699
CacheTech Inc
Utah
$239K +$282K +572 New
SCM
700
Stevens Capital Management
Pennsylvania
$238K +$40.9K +83 +17%

IT Hedge Fund Activity: Q1 2025 in Review

920 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2025, worth a combined $30.8B — down 12% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IT and 89 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 335 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $459M. The largest seller was Massachusetts Financial Services, cutting an estimated $509M.

  • 920 institutional investors held Gartner (IT) as of Q1 2025, down from 952 in Q4 2024.
  • Funds reported $30.8B of Gartner stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new Gartner positions in Q1 2025 and 101 closed out, a net change of -12 holders.
  • The largest Gartner buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $459M added.
  • The largest Gartner seller in Q1 2025 was Massachusetts Financial Services, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.