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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
AIFAIM
726
American Institute for Advanced Investment Management
Arizona
$242K
PPC
727
Park Place Capital
Alabama
$242K
QC
728
Quent Capital
New York
$242K +$2.06K +4 +0.8%
CSPIA
729
Cary Street Partners Investment Advisory
Virginia
$240K -$22.2K -43 -8%
TWM
730
Tradition Wealth Management
Minnesota
$240K
MCM
731
Mitchell Capital Management
Kansas
$238K
SCM
732
Spreng Capital Management
Ohio
$237K
SCM
733
Stevens Capital Management
Pennsylvania
$234K -$142K -276 -36%
AUB
734
Atlantic Union Bankshares
Virginia
$231K
BP
735
Ballentine Partners
Massachusetts
$229K +$23.7K +46 +11%
CAM
736
Claret Asset Management
Quebec, Canada
$229K +$1.55K +3 +0.6%
SB
737
Strategic Blueprint
Georgia
$228K -$47.4K -92 -16%
BWM
738
Baron Wealth Management
Michigan
$228K -$5.16K -10 -2%
CCWM
739
Cassaday & Co Wealth Management
Virginia
$223K
WFA
740
Wellspring Financial Advisors
Ohio
$223K -$1.55K -3 -0.6%
LSA
741
Lansing Street Advisors
Pennsylvania
$222K +$236K +458 New
EWA
742
Exencial Wealth Advisors
Oklahoma
$221K -$98.5K -191 -29%
LPT
743
Legacy Private Trust
Wisconsin
$220K +$28.4K +55 +14%
Jane Street
744
Jane Street
New York
$220K -$10M -19,463 -98%
HCM
745
Howard Capital Management
Georgia
$219K +$9.79K +19 +4%
WS
746
Wedbush Securities
California
$218K -$27.8K -54 -11%
BWM
747
Blossom Wealth Management
California
$217K
N
748
Natixis
France
$216K -$4.76M -9,227 -95%
AWA
749
Aaron Wealth Advisors
Illinois
$215K -$68.6K -133 -23%
G
750
GenTrust
Florida
$215K +$15K +29 +7%

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.