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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
LFA
801
LGT Financial Advisors
Texas
$68.8K
PFBT
802
Parkside Financial Bank & Trust
Missouri
$62K
BIA
803
Bell Investment Advisors
California
$61K
JWA
804
JFS Wealth Advisors
Pennsylvania
$58.6K -$1.03K -2 -2%
TFIPS
805
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.1K
PC
806
Promus Capital
Illinois
$57.2K +$60.8K +118 New
VCM
807
Versant Capital Management
Arizona
$56.7K +$5.67K +11 +10%
WT
808
Washington Trust
Rhode Island
$54.3K +$5.67K +11 +11%
BCWM
809
Bartlett & Co Wealth Management
Ohio
$51.4K -$25.8K -50 -32%
CIAM
810
Caitong International Asset Management
Hong Kong
$49.9K +$53.1K +103 New
AAP
811
Arax Advisory Partners
Colorado
$49.4K -$4.64K -9 -8%
SS
812
SBI Securities
Japan
$48.9K +$52.1K +101 New
VHAM
813
Van Hulzen Asset Management
California
$48.4K +$51.6K +100 New
HNB
814
Hilltop National Bank
Wyoming
$47.5K -$4.64K -9 -8%
CT
815
Colonial Trust
South Carolina
$46.2K +$7.22K +14 +17%
FFO
816
Fortitude Family Office
Arizona
$45.1K -$5.67K -11 -11%
CPG
817
Cornerstone Planning Group
New Jersey
$42.4K
CWP
818
Clark Wealth Partners
Illinois
$42.1K +$44.9K +87 New
CMP
819
Coston McIsaac & Partners
Maine
$42K
IUHSA
820
Itau Unibanco Holding S.A.
Brazil
$40.2K +$35.1K +68 +453%
HWM
821
Hemington Wealth Management
Virginia
$40K +$4.12K +8 +11%
CPBTD
822
Central Pacific Bank - Trust Division
Hawaii
$38.8K -$10.3K -20 -20%
SWM
823
Sugarloaf Wealth Management
Georgia
$37.8K
HIA
824
Harbor Investment Advisory
Maryland
$37.3K
SCA
825
Stuart Chaussee & Associates
California
$34.9K

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.