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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
701
Legacy Capital Wealth Partners
Arkansas
$265K +$282K +547 New
PCM
702
Penserra Capital Management
California
$263K +$95.9K +186 +52%
OC
703
Oarsman Capital
Wisconsin
$260K
DOA
704
D'Orazio & Associates
Virginia
$260K -$516 -1 -0.2%
JJBC
705
James J. Burns & Company
New York
$256K
IFS
706
Ifrah Financial Services
Arkansas
$256K -$15.5K -30 -5%
SRC
707
Shufro Rose & Co
New York
$254K -$177K -343 -40%
CPIG
708
Chicago Partners Investment Group
Illinois
$253K -$22.7K -44 -8%
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$253K -$82K -159 -23%
FMLI
710
Fukoku Mutual Life Insurance
Japan
$252K
CPA
711
Court Place Advisors
Maryland
$251K
OFS
712
OneAscent Financial Services
Alabama
$251K +$267K +518 New
BFG
713
Berger Financial Group
Minnesota
$250K -$4.64K -9 -2%
GWP
714
Gen-Wealth Partners
Michigan
$250K +$6.7K +13 +3%
MMA
715
Miracle Mile Advisors
California
$250K -$17K -33 -6%
KP
716
Keel Point
Alabama
$249K +$13.9K +27 +6%
RYIA
717
Roehl & Yi Investment Advisors
Oregon
$248K +$264K +512 New
MOS
718
MGO One Seven
Ohio
$248K +$5.16K +10 +2%
CSA
719
Cornerstone Select Advisors
Missouri
$247K +$263K +510 New
OWP
720
ORG Wealth Partners
Texas
$247K -$66.5K -129 -20%
MWM
721
MGB Wealth Management
Texas
$247K +$262K +509 New
PCIA
722
Prime Capital Investment Advisors
Kansas
$247K +$1.03K +2 +0.4%
ORG
723
Optimist Retirement Group
Washington
$246K +$5.67K +11 +2%
Jones Financial Companies
724
Jones Financial Companies
Missouri
$245K +$158K +307 +154%
LS
725
Livforsakringsbolaget Skandia
Sweden
$242K -$51.6K -100 -17%

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.