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897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
776
Tradewinds Capital Management
Washington
$28.3K
RA
777
Ransom Advisory
Rhode Island
$28.3K
ST
778
Smithfield Trust
Pennsylvania
$27K
SS
779
SBI Securities
Japan
$26.7K -$14.2K -34 -34%
FNWA
780
Financial Network Wealth Advisors
Utah
$26.7K
AA
781
Addison Advisors
Vermont
$26.7K +$27.6K +66 New
WBC
782
West Branch Capital
Massachusetts
$26.3K
IUHSA
783
Itau Unibanco Holding S.A.
Brazil
$26.3K -$4.18K -10 -13%
VIS
784
Vega Investment Solutions
France
$25.5K -$20.1K -48 -43%
MCM
785
MV Capital Management
Maryland
$25.5K
BC
786
Bayforest Capital
United Kingdom
$25.1K -$31.8K -76 -55%
MA
787
MCF Advisors
Kentucky
$24.3K
TCOV
788
Trust Company of Vermont
Vermont
$24.3K
FFA
789
Frazier Financial Advisors
Ohio
$23.8K
JSAM
790
J. Safra Asset Management
New York
$22.2K +$15.5K +37 +206%
FMII
791
Farmers & Merchants Investments Inc
Nebraska
$21.8K -$418 -1 -2%
CA
792
CoreCap Advisors
Michigan
$21K +$837 +2 +4%
SSG
793
Summit Securities Group
New York
$21K +$21.8K +52 New
MA
794
Montag & Associates
Georgia
$20.2K
BOJHT
795
Bank of Jackson Hole Trust
Wyoming
$19.8K
MYIA
796
Mount Yale Investment Advisors
Colorado
$19.8K +$20.5K +49 New
CT
797
Clearstead Trust
Maine
$19.3K +$5.86K +14 +41%
C
798
Covestor
United Kingdom
$18K -$2.09K -5 -10%
RA
799
Rise Advisors
New York
$17.8K +$1.67K +4 +10%
IRAG
800
Investment Research & Advisory Group
Georgia
$17.4K

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.