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Gartner
IT

Overview Fund Activity

908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$391M
2
Two Sigma Investments
Two Sigma Investments
New York
+$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$159M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
5
First Trust Advisors
First Trust Advisors
Illinois
+$131M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$434M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$301M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$88.6M
4
Morgan Stanley
Morgan Stanley
New York
-$84.3M
5
AI
Axiom Investors
Connecticut
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
776
GW&K Investment Management
Massachusetts
$48K +$32.6K +78 +211%
JWA
777
JFS Wealth Advisors
Pennsylvania
$46.6K -$4.2K -10 -8%
VIS
778
Vega Investment Solutions
France
$46.6K +$46.6K +111 New
CA
779
Clearstead Advisors
Ohio
$44.5K -$64.6K -154 -59%
ADL
780
Asset Dedication LLC
California
$42.4K -$19.7K -47 -32%
WT
781
Washington Trust
Rhode Island
$42.4K -$4.62K -11 -10%
FNWM
782
Financial Network Wealth Management
Utah
$42K +$42K +101 New
SS
783
SBI Securities
Japan
$42K -$420 -1 -1%
FFO
784
Fortitude Family Office
Arizona
$39K – – –
CMP
785
Coston McIsaac & Partners
Maine
$39K +$2.1K +5 +6%
HWM
786
Hemington Wealth Management
Virginia
$39K +$4.19K +10 +12%
CPBTD
787
Central Pacific Bank - Trust Division
Hawaii
$33.6K – – –
CT
788
Colonial Trust
South Carolina
$32.5K -$7.6K -18 -19%
HIA
789
Harbor Investment Advisory
Maryland
$32.3K – – –
IUHSA
790
Itau Unibanco Holding S.A.
Brazil
$31K -$3.31K -8 -10%
SCA
791
Stuart Chaussee & Associates
California
$30.2K – – –
TCM
792
Tradewinds Capital Management
Washington
$29.4K +$5.04K +12 +21%
RA
793
Ransom Advisory
Rhode Island
$29.4K +$29.4K +70 New
OP
794
ORG Partners
Indiana
$28.1K +$3.31K +8 +13%
FNWA
795
Financial Network Wealth Advisors
Utah
$27.7K +$2.52K +6 +10%
WBC
796
West Branch Capital
Massachusetts
$27.3K – – –
ST
797
Smithfield Trust
Pennsylvania
$27K – – –
MCM
798
MV Capital Management
Maryland
$26.4K -$2.1K -5 -7%
MA
799
MCF Advisors
Kentucky
$25.2K – – –
TCOV
800
Trust Company of Vermont
Vermont
$25.2K – – –
30 31
32
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