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897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
726
Evergreen Private Wealth
Colorado
$115K -$19.2K -46 -14%
OAJ
727
Ogorek Anthony Joseph
New York
$113K -$418 -1 -0.4%
CFO
728
CVA Family Office
Colorado
$108K +$4.6K +11 +4%
GM
729
GeoWealth Management
Illinois
$103K +$6.7K +16 +7%
WT
730
Whittier Trust
California
$100K -$39.8K -95 -28%
HAI
731
Hennessy Advisors Inc
California
$98.2K +$102K +243 New
TPCW
732
TD Private Client Wealth
New York
$96.2K -$1.13M -2,704 -92%
ZBNA
733
Zions Bancorporation, National Association
Utah
$96.2K -$29.3K -70 -23%
APW
734
Aventura Private Wealth
Florida
$95.8K -$1.67K -4 -2%
MSE
735
MUFG Securities EMEA
United Kingdom
$91.4K +$94.6K +226 New
HDIM
736
Hanson & Doremus Investment Management
Vermont
$91K -$31.4K -75 -25%
SIM
737
Sentry Investment Management
Wisconsin
$91K
AF
738
Advisornet Financial
Minnesota
$87.3K -$10.9K -26 -11%
CI Investments Inc
739
CI Investments Inc
Ontario, Canada
$85K -$2.51K -6 -3%
OIAM
740
OFI Invest Asset Management
France
$84.7K -$2.8M -6,701 -96%
OL
741
OneFund LLC
Florida
$83K +$85.8K +205 New
CT
742
Caldwell Trust
Florida
$80.8K
RIL
743
Rothschild Investment LLC
Illinois
$78K -$11.3K -27 -12%
RDFA
744
Ritter Daniher Financial Advisory
Ohio
$76.8K
EP
745
Essential Partners
California
$76K +$78.7K +188 New
CH
746
Cromwell Holdings
Wyoming
$75.6K -$17.2K -41 -18%
TFIPS
747
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.8K +$23K +55 +44%
BCWM
748
Bartlett & Co Wealth Management
Ohio
$67.9K +$418 +1 +0.6%
CFD
749
Creative Financial Designs
Indiana
$67.5K -$1.25K -3 -2%
TIM
750
Tortoise Investment Management
New York
$65.1K +$1.67K +4 +3%

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.