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
PWA
751
Principia Wealth Advisory
Texas
$2.37K +$1.46K +5 +125%
WA
752
Westfuller Advisors
New York
$2.37K +$2.63K +9 New
CTB
753
Country Trust Bank
Illinois
$2.1K
KG
754
Kilter Group
New York
$2.1K +$1.46K +5 +167%
CCM
755
Cloud Capital Management
Washington
$2K +$2.33K +8 New
AGWCA
756
Annis Gardner Whiting Capital Advisors
Florida
$1.58K -$30.3K -104 -95%
PGAM
757
Princeton Global Asset Management
New Jersey
$1.58K
SC
758
Solstein Capital
California
$1.58K
SA
759
Strategic Advocates
Utah
$1.58K +$1.75K +6 New
WWA
760
Wealth Watch Advisors
Colorado
$1.58K +$1.75K +6 New
ACA
761
American Capital Advisory
Idaho
$1.31K +$875 +3 +150%
FC
762
Financial Consulate
Maryland
$1.31K +$1.46K +5 New
BFS
763
Bare Financial Services
Pennsylvania
$1.31K -$1.46K -5 -50%
NL
764
NVWM LLC
Pennsylvania
$1.31K +$583 +2 +67%
RS
765
Rakuten Securities
Japan
$1.31K +$1.46K +5 New
TPBG
766
Turning Point Benefit Group
Maryland
$1.25K +$1.46K +5 New
AT
767
Avalon Trust
New Mexico
$1.05K +$1.17K +4 New
TCOT
768
Trust Company of Toledo
Ohio
$1.05K
NC
769
North Capital
Utah
$1.05K +$1.17K +4 New
NWM
770
Nova Wealth Management
Florida
$1.05K +$1.17K +4 New
HFS
771
Hughes Financial Services
Virginia
$915 -$1.46K -5 -56%
FNWA
772
Financial Network Wealth Advisors
Utah
$789 -$18.4K -63 -95%
BTD
773
BankPlus Trust Department
Mississippi
$789
FCAS
774
First Command Advisory Services
Texas
$789
GSWM
775
Golden State Wealth Management
California
$789

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.