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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
MWPCG
676
Measured Wealth Private Client Group
New Hampshire
$14.7K +$16.3K +56 New
POIA
677
Pin Oak Investment Advisors
Texas
$14.5K -$17.8K -61 -53%
FMII
678
Farmers & Merchants Investments Inc
Nebraska
$14.2K
JWA
679
JFS Wealth Advisors
Pennsylvania
$13.9K -$13.4K -46 -46%
ANBT
680
American National Bank & Trust
Texas
$13.9K +$15.5K +53 New
WSFS
681
Wilmington Savings Fund Society
Delaware
$13.1K -$385K -1,320 -96%
MA
682
Montag & Associates
Georgia
$13.1K
SWP
683
Strategic Wealth Partners
Ohio
$13.1K +$14.6K +50 New
SL
684
Salomon & Ludwin
Virginia
$13.1K +$14.9K +51 New
C
685
Covestor
United Kingdom
$13K +$583 +2 +4%
CA
686
CoreCap Advisors
Michigan
$12.9K -$875 -3 -6%
SS
687
SBI Securities
Japan
$12.6K -$5.25K -18 -27%
IRAG
688
Investment Research & Advisory Group
Georgia
$12.1K
RA
689
Rise Advisors
New York
$12.1K +$583 +2 +5%
GFWA
690
Grey Fox Wealth Advisors
Delaware
$11.8K +$13.1K +45 New
RBI
691
Raiffeisen Bank International
Austria
$11.8K +$13.1K +45 New
PG
692
Proffitt & Goodson
Tennessee
$11.3K +$6.71K +23 +115%
HI
693
Harbour Investments
Wisconsin
$11K
AP
694
Aspect Partners
Virginia
$11K +$2.04K +7 +20%
PWA
695
Physician Wealth Advisors
Utah
$10.8K +$12K +41 New
GCM
696
Gables Capital Management
Florida
$10.3K
BCM
697
Boreal Capital Management
Florida
$9.99K
EB
698
Eastern Bank
Massachusetts
$9.99K
IP
699
Isthmus Partners
Wisconsin
$9.35K +$1.18M +4,051 +13%
MFC
700
Mechanics Financial Corp
Ohio
$9.2K

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.