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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
LCWP
701
Legacy Capital Wealth Partners
Arkansas
$237K +$8.87K +18 +3%
TWC
702
TD Waterhouse Canada
Ontario, Canada
$236K -$92.2K -187 -25%
BWM
703
Baron Wealth Management
Michigan
$235K +$44.4K +90 +19%
AF
704
Allworth Financial
California
$235K +$14.8K +30 +6%
ORG
705
Optimist Retirement Group
Washington
$233K +$23.7K +48 +9%
BIG
706
Brooklyn Investment Group
New York
$232K +$87.2K +177 +47%
KP
707
Keel Point
Alabama
$230K +$16.8K +34 +7%
EAM
708
Eventide Asset Management
Massachusetts
$229K -$9.36M -18,983 -97%
DOA
709
D'Orazio & Associates
Virginia
$226K +$1.48K +3 +0.6%
OC
710
Oarsman Capital
Wisconsin
$225K -$986 -2 -0.4%
CSPIA
711
Cary Street Partners Investment Advisory
Virginia
$225K +$19.2K +39 +8%
CC
712
Centiva Capital
New York
$222K -$1.76M -3,573 -87%
CIA
713
Concurrent Investment Advisors
Florida
$222K -$38.4K -78 -13%
JJBC
714
James J. Burns & Company
New York
$221K
SRC
715
Shufro Rose & Co
New York
$220K
IC
716
Iconiq Capital
California
$220K +$258K +524 New
FCP
717
Fidelis Capital Partners
Florida
$218K -$96.1K -195 -27%
FMLI
718
Fukoku Mutual Life Insurance
Japan
$218K
CPA
719
Court Place Advisors
Maryland
$218K
PWPS
720
Pinnacle Wealth Planning Services
Ohio
$217K -$1.97K -4 -0.8%
GWP
721
Gen-Wealth Partners
Michigan
$216K -$493 -1 -0.2%
BIM
722
Bridges Investment Management
Nebraska
$214K +$36K +73 +17%
OWP
723
ORG Wealth Partners
Texas
$213K +$2.96K +6 +1%
PCM
724
Prelude Capital Management
New York
$211K -$92.2K -187 -27%
SWM
725
Salvus Wealth Management
New Jersey
$211K -$79.8K -162 -24%

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.