We are live on ! Find out more

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
GLF
726
Groupe la Francaise
France
$4.23K +$5.54K +19 New
HHMI
727
Howard Hughes Medical Institute
Maryland
$4.21K
LI
728
LRI Investments
Florida
$4.21K
PAM
729
Palisade Asset Management
Minnesota
$4.21K +$4.67K +16 New
KFI
730
Key Financial Inc
Pennsylvania
$4.02K
CAL
731
Capital Advisors Ltd
Ohio
$4K -$2.33K -8 -32%
JGIA
732
Jackson Grant Investment Advisers
Connecticut
$3.94K
SC
733
SouthState Corp
Florida
$3.68K -$1.75K -6 -30%
BWL
734
Bogart Wealth LLC
Virginia
$3.68K +$1.17K +4 +40%
TCM
735
TruNorth Capital Management
Michigan
$3.68K +$4.08K +14 New
DPW
736
DiNuzzo Private Wealth
Pennsylvania
$3.52K -$2.04K -7 -33%
OC
737
Oakworth Capital
Alabama
$3.42K
FPF
738
First Pacific Financial
Washington
$3.15K +$875 +3 +33%
DI
739
DAGCO Inc
Ohio
$3.15K
T. Rowe Price Investment Management
740
T. Rowe Price Investment Management
Maryland
$3K -$369M -1,263,946 -100%
ACM
741
Anfield Capital Management
California
$2.89K
FWM
742
FSA Wealth Management
Massachusetts
$2.89K
MIM
743
MTM Investment Management
South Carolina
$2.89K
TCA
744
Trifecta Capital Advisors
Illinois
$2.89K
GA
745
Guerra Advisors
Florida
$2.89K +$3.21K +11 New
TFA
746
Transamerica Financial Advisors
Florida
$2.89K +$3.21K +11 New
TCM
747
TD Capital Management
Tennessee
$2.63K -$1.46K -5 -33%
PWMG
748
Prestige Wealth Management Group
New Jersey
$2.63K -$875 -3 -23%
MAM
749
Marquette Asset Management
Minnesota
$2.63K +$2.92K +10 New
GWM
750
Geneos Wealth Management
Colorado
$2.37K -$5.25K -18 -67%

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.