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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
BIM
776
Breakwater Investment Management
Washington
$789 +$583 +2 +200%
IWM
777
IMG Wealth Management
Florida
$789 +$875 +3 New
RWM
778
Rialto Wealth Management
New York
$526 -$292 -1 -33%
TFM
779
TFC Financial Management
Massachusetts
$526
QWM
780
Quaker Wealth Management
New Jersey
$526 +$583 +2 New
RWS
781
Retirement Wealth Solutions
Wisconsin
$526 +$583 +2 New
SIP
782
Sellwood Investment Partners
Oregon
$526 +$583 +2 New
TCB
783
Texas Capital Bancshares
Texas
$526 +$583 +2 New
UCB
784
United Community Bank
South Carolina
$526 +$583 +2 New
DF
785
Dunhill Financial
United Kingdom
$385 -$1.46K -5 -83%
AWM
786
Activest Wealth Management
Florida
$263 -$4.96K -17 -94%
GWSG
787
GPS Wealth Strategies Group
Colorado
$263
LCM
788
Logan Capital Management
Pennsylvania
$263
WA
789
WestEnd Advisors
North Carolina
$263
DCM
790
Davis Capital Management
Florida
$263 +$292 +1 New
BHWM
791
Bay Harbor Wealth Management
Maryland
$262 -$875 -3 -75%
SFCL
792
Strengthening Families & Communities LLC
Massachusetts
$262 +$292 +1 New
DF
793
DecisionPoint Financial
Arizona
$251
Norges Bank
794
Norges Bank
Norway
-$394M -975,046 Closed
FPP
795
Findlay Park Partners
United Kingdom
-$169M -417,821 Closed
GIM
796
Generation Investment Management
United Kingdom
-$129M -319,841 Closed
WorldQuant Millennium Advisors
797
WorldQuant Millennium Advisors
New York
-$96.4M -238,605 Closed
TG
798
TCW Group
California
-$87.8M -217,272 Closed
TC
799
TwinBeech Capital
New York
-$47.7M -118,055 Closed
EGM
800
Engineers Gate Manager
New York
-$45.4M -112,411 Closed

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.