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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
MEG
701
Millstone Evans Group
Colorado
$9.2K
PWMG
702
Private Wealth Management Group
New Jersey
$8.94K -$2.33K -8 -19%
RTL
703
Red Tortoise LLC
Georgia
$8.94K
APM
704
Advanced Portfolio Management
New York
$8.94K +$9.92K +34 New
BDPWM
705
Barnes Dennig Private Wealth Management
Ohio
$8.68K +$9.63K +33 New
RFP
706
Root Financial Partners
California
$8.68K +$9.63K +33 New
CT
707
Clearstead Trust
Maine
$8.15K -$4.96K -17 -35%
CJ
708
Caitlin John
Michigan
$8.15K +$9.04K +31 New
JWM
709
JPL Wealth Management
Colorado
$7.89K +$8.75K +30 New
HHGA
710
Halbert Hargrove Global Advisors
California
$7.62K +$5.83K +20 +222%
CIAS
711
CBIZ Investment Advisory Services
Ohio
$7.36K +$3.21K +11 +65%
AAG
712
Armstrong Advisory Group
Massachusetts
$6.31K -$2.04K -7 -23%
AWM
713
Abound Wealth Management
Tennessee
$6.31K +$2.04K +7 +41%
EWP
714
Elevation Wealth Partners
California
$6.05K +$6.71K +23 New
Group One Trading
715
Group One Trading
Illinois
$6.05K -$117K -400 -95%
AW
716
Avion Wealth
Texas
$6K +$3.5K +12 +92%
CB
717
CNB Bank
Pennsylvania
$5.78K
AG
718
AmeriFlex Group
Nevada
$5.78K +$6.42K +22 New
RF
719
Robbins Farley
New Hampshire
$5.26K
TC
720
Truvestments Capital
Florida
$5.26K
IW
721
Imprint Wealth
South Carolina
$5.26K +$5.83K +20 New
LFG
722
Larson Financial Group
Missouri
$5K -$180K -618 -97%
MCM
723
Manchester Capital Management
Vermont
$5K -$875 -3 -14%
BGAI
724
Bruce G. Allen Investments
Colorado
$4.73K -$292 -1 -5%
HNW
725
High Note Wealth
Minnesota
$4.73K +$5.25K +18 New

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.