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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
KP
676
Keel Point
Alabama
$236K +$14.6K +35 +6%
KCP
677
Kera Capital Partners
California
$236K +$244K +583 New
LCWP
678
Legacy Capital Wealth Partners
Arkansas
$235K +$7.11K +17 +3%
GCM
679
Gallacher Capital Management
Colorado
$235K +$36.4K +87 +18%
MWM
680
Mission Wealth Management
California
$234K +$242K +579 New
SWP
681
Sagespring Wealth Partners
Tennessee
$234K -$38.1K -91 -14%
CAM
682
Creekmur Asset Management
Illinois
$233K +$53.1K +127 +28%
FFA
683
Florida Financial Advisors
Florida
$232K +$38.9K +93 +19%
UB
684
UMB Bank
Missouri
$231K -$17.6K -42 -7%
AWM
685
Adams Wealth Management
Utah
$231K
CI
686
CacheTech Inc
Utah
$231K
SOW
687
State of Wyoming
Wyoming
$231K +$239K +571 New
OWP
688
ORG Wealth Partners
Texas
$230K +$20.9K +50 +10%
PCIA
689
Prime Capital Investment Advisors
Kansas
$227K -$10.5K -25 -4%
OC
690
Oarsman Capital
Wisconsin
$226K +$10K +24 +4%
Envestnet Portfolio Solutions
691
Envestnet Portfolio Solutions
Illinois
$224K -$131K -314 -36%
FFG
692
Fortem Financial Group
California
$224K -$585K -1,397 -72%
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$221K +$5.02K +12 +2%
SRC
694
Shufro Rose & Co
New York
$220K
AssetMark Inc
695
AssetMark Inc
California
$218K -$915K -2,186 -80%
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$218K +$8.79K +21 +4%
DOA
697
D'Orazio & Associates
Virginia
$217K -$418 -1 -0.2%
OCBCO
698
Oversea-Chinese Banking Corp (OCBC)
Singapore
$215K +$223K +532 New
Jacobs Levy Equity Management
699
Jacobs Levy Equity Management
New Jersey
$214K +$222K +530 New
PFM
700
Patton Fund Management
Texas
$214K +$221K +529 New

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.