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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 %
DOA
701
D'Orazio & Associates
Virginia
$226K +$1.26K +3 +0.6%
OC
702
Oarsman Capital
Wisconsin
$225K -$839 -2 -0.4%
CSPIA
703
Cary Street Partners Investment Advisory
Virginia
$225K +$16.4K +39 +8%
CC
704
Centiva Capital
New York
$222K -$1.5M -3,573 -87%
CIA
705
Concurrent Investment Advisors
Florida
$222K -$32.7K -78 -13%
JJBC
706
James J. Burns & Company
New York
$221K – – –
SRC
707
Shufro Rose & Co
New York
$220K – – –
IC
708
Iconiq Capital
California
$220K +$220K +524 New
FCP
709
Fidelis Capital Partners
Florida
$218K -$81.1K -195 -27%
FMLI
710
Fukoku Mutual Life Insurance
Japan
$218K – – –
CPA
711
Court Place Advisors
Maryland
$218K – – –
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$217K -$1.68K -4 -0.8%
GWP
713
Gen-Wealth Partners
Michigan
$216K -$420 -1 -0.2%
BIM
714
Bridges Investment Management
Nebraska
$214K +$30.6K +73 +17%
OWP
715
ORG Wealth Partners
Texas
$213K +$2.48K +6 +1%
PCM
716
Prelude Capital Management
New York
$211K -$78.5K -187 -27%
SWM
717
Salvus Wealth Management
New Jersey
$211K -$68K -162 -24%
PPC
718
Park Place Capital
Alabama
$210K – – –
AIFAIM
719
American Institute for Advanced Investment Management
Arizona
$210K – – –
LS
720
Livforsakringsbolaget Skandia
Sweden
$210K – – –
TWM
721
Tradition Wealth Management
Minnesota
$209K +$420 +1 +0.2%
GCM
722
Gallacher Capital Management
Colorado
$207K +$207K +494 New
MOS
723
MGO One Seven
Ohio
$207K -$7.98K -19 -4%
MCM
724
Mitchell Capital Management
Kansas
$206K – – –
FRA
725
Frank Rimerman Advisors
California
$206K +$206K +490 New
27 28
29
30 31