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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
OAJ
776
Ogorek Anthony Joseph
New York
$136K
GRP
777
Global Retirement Partners
California
$134K +$17.5K +34 +14%
CFO
778
CVA Family Office
Colorado
$127K +$5.16K +10 +4%
EFMH
779
E Fund Management (HK)
Hong Kong
$126K
CA
780
Clearstead Advisors
Ohio
$126K -$36.6K -71 -21%
SOW
781
State of Wyoming
Wyoming
$125K +$134K +259 New
APW
782
Aventura Private Wealth
Florida
$117K +$124K +241 New
RIL
783
Rothschild Investment LLC
Illinois
$113K +$1.55K +3 +1%
WA
784
WPG Advisers
Maryland
$112K +$119K +231 New
ZB
785
Zions Bancorporation
Utah
$111K
CH
786
Cromwell Holdings
Wyoming
$109K
LC
787
Lindbrook Capital
California
$108K +$4.12K +8 +4%
AF
788
Advisornet Financial
Minnesota
$105K -$9.28K -18 -8%
RDFA
789
Ritter Daniher Financial Advisory
Ohio
$102K -$11.9K -23 -10%
WI
790
Wintrust Investments
Illinois
$101K -$43.3K -84 -29%
CT
791
Caldwell Trust
Florida
$96.9K
APF
792
Alaska Permanent Fund
Alaska
$94.5K
NIMI
793
Natixis Investment Managers International
France
$90.1K
CFD
794
Creative Financial Designs
Indiana
$83.8K +$2.06K +4 +2%
HCP
795
Hexagon Capital Partners
Arkansas
$80.9K +$72.7K +141 +542%
TIM
796
Tortoise Investment Management
New York
$76.1K -$50K -97 -38%
POIA
797
Pin Oak Investment Advisors
Texas
$76K
T
798
TOBAM
France
$73K
HC
799
Hurley Capital
New York
$72.9K +$76.8K +149 New
ADL
800
Asset Dedication LLC
California
$71.7K

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.