We are live on ! Find out more

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
ASN
751
Advisory Services Network
Georgia
-$61.4K -388 Closed
DWP
752
Destiny Wealth Partners
Florida
-$60.2K -380 Closed
ACM
753
Aquatic Capital Management
Illinois
-$45.6K -288 Closed
IAAG
754
Innovative Asset Advisors Group
Connecticut
-$30.6K -193 Closed
Vanguard National Trust
755
Vanguard National Trust
Pennsylvania
-$24.2K -153 Closed
TPWA
756
Twin Peaks Wealth Advisors
California
-$22.2K -140 Closed
WPA
757
Wealth Preservation Advisors
Tennessee
-$16.8K -106 Closed
SC
758
Stance Capital
Massachusetts
-$15.8K -100 Closed
SFG
759
Strive Financial Group
Indiana
-$13K -85 Closed
RFP
760
Root Financial Partners
California
-$10.8K -68 Closed
VIS
761
Vega Investment Solutions
France
-$9.98K -63 Closed
MWPCG
762
Measured Wealth Private Client Group
New Hampshire
-$8.87K -56 Closed
AFC
763
Ares Financial Consulting
California
-$6.97K -45 Closed
GSEP
764
Golden State Equity Partners
California
-$6.02K -38 Closed
AGWCA
765
Annis Gardner Whiting Capital Advisors
Florida
-$5.7K -36 Closed
MAM
766
Marquette Asset Management
Minnesota
-$4.28K -27 Closed
CB
767
CNB Bank
Pennsylvania
-$3.48K -22 Closed
WBC
768
West Branch Capital
Massachusetts
-$3.33K -21 Closed
HHCP
769
Hilton Head Capital Partners
South Carolina
-$3.17K -20 Closed
WA
770
Westfuller Advisors
New York
-$3.01K -19 Closed
CFG
771
Clayton Financial Group
Missouri
-$2.06K -13 Closed
CAL
772
Capital Advisors Ltd
Ohio
-$2K -12 Closed
DI
773
DAGCO Inc
Ohio
-$1.9K -12 Closed
AWM
774
Abound Wealth Management
Tennessee
-$1.58K -10 Closed
AT
775
Arlington Trust
Alabama
-$950 -6 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.