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646 hedge funds and large institutions have $9.68B invested in Gartner in 2026 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 191 increasing their positions, 295 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.44% more ownership

Funds ownership: 107.03%111.47% (+4.4%)

8% more call options, than puts

Call options by funds: $94.5M | Put options by funds: $87.5M

10% less funds holding

Funds holding: 716646 (-70)

19% less capital invested

Capital invested by funds: $11.9B → $9.68B (-$2.26B)

35% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 295

41% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 143

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
646
Holders Change
-70
Holders Change %
-9.78%
% of All Funds
7.8%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
85
Increased
191
Reduced
295
Closed
143
Calls
$94.5M
Puts
$87.5M
Net Calls
+$7M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Change in
Stake
N
701
Natixis
France
-$366K -2,312 Closed
PP
702
Prudential plc
United Kingdom
-$363K -2,293 Closed
SW
703
SVB Wealth
Massachusetts
-$361K -2,283 Closed
SAI
704
Savvy Advisors Inc
New York
-$358K -2,263 Closed
AAIS
705
ABN AMRO Investment Solutions
-$356K -2,250 Closed
EW
706
Evoke Wealth
California
-$351K -2,217 Closed
HP
707
Haven Private
Florida
-$345K -2,180 Closed
AI
708
Atria Investments
North Carolina
-$345K -2,178 Closed
I
709
InceptionR
California
-$336K -2,125 Closed
PVI
710
Pine Valley Investments
New Jersey
-$336K -2,123 Closed
OAM
711
Ostrum Asset Management
France
-$329K -2,079 Closed
CPA
712
Capital Performance Advisors
California
-$312K -1,971 Closed
PAG
713
Private Advisor Group
New Jersey
-$298K -1,879 Closed
AWP
714
Abacus Wealth Partners
California
-$278K -1,756 Closed
RCA
715
Resonant Capital Advisors
Wisconsin
-$271K -1,712 Closed
CB
716
Commerce Bank
Missouri
-$267K -1,685 Closed
BP
717
Ballentine Partners
Massachusetts
-$256K -1,618 Closed
LOAMU
718
Lombard Odier Asset Management (USA)
New York
-$249K -1,572 Closed
Polen Capital Management
719
Polen Capital Management
Florida
-$245K -1,549 Closed
DWM
720
Dynasty Wealth Management
Florida
-$243K -1,534 Closed
SFC
721
SYM Financial Corp
Indiana
-$243K -1,533 Closed
PA
722
Pinnacle Associates
New York
-$242K -1,527 Closed
PWMAG
723
Pinnacle Wealth Management Advisory Group
New Jersey
-$242K -1,527 Closed
GS
724
GTS Securities
Florida
-$236K -1,489 Closed
WWC
725
Waypoint Wealth Counsel
Georgia
-$233K -1,473 Closed

IT Hedge Fund Activity: Q2 2026 in Review

646 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2026, worth a combined $9.68B — down 19% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of IT and 85 opened new positions — a net loss of 58 holders — while 295 trimmed existing stakes and 191 added.

The largest buyer was BAMCO Inc, adding an estimated $254M. The largest seller was Capital International Investors, exiting entirely with an estimated $320M sold.

  • 646 institutional investors held Gartner (IT) as of Q2 2026, down from 716 in Q1 2026.
  • Funds reported $9.68B of Gartner stock for Q2 2026, down 19% quarter-over-quarter.
  • 85 funds opened new Gartner positions in Q2 2026 and 143 closed out, a net change of -58 holders.
  • The largest Gartner buyer in Q2 2026 was BAMCO Inc, an estimated $254M added.
  • The largest Gartner seller in Q2 2026 was Capital International Investors, an estimated $320M sold.

Based on aggregated 13F filings for Q2 2026.