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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
NC
801
NewSquare Capital
Pennsylvania
$17.4K +$10.5K +25 +139%
PWMG
802
Private Wealth Management Group
New Jersey
$17K +$1.25K +3 +8%
HI
803
Harbour Investments
Wisconsin
$17K +$10.5K +25 +147%
GCM
804
Gables Capital Management
Florida
$15.8K
EB
805
Eastern Bank
Massachusetts
$15.4K -$7.11K -17 -31%
BCM
806
Boreal Capital Management
Florida
$15.4K +$15.9K +38 New
AP
807
Aspect Partners
Virginia
$14.1K
MFC
808
Mechanics Financial Corp
Ohio
$14.1K
MEG
809
Millstone Evans Group
Colorado
$14.1K
CSP
810
Cary Street Partners
Virginia
$13.7K -$4.18K -10 -23%
RTL
811
Red Tortoise LLC
Georgia
$13.7K
AAG
812
Armstrong Advisory Group
Massachusetts
$12.5K -$5.44K -13 -30%
PFG
813
Putney Financial Group
California
$12.1K
GC
814
GFG Capital
Florida
$12.1K +$12.6K +30 New
GWM
815
Geneos Wealth Management
Colorado
$10.9K -$11.7K -28 -51%
SWM
816
Spire Wealth Management
Virginia
$10.5K +$10.5K +25 +96%
CAL
817
Capital Advisors Ltd
Ohio
$10K +$1.67K +4 +19%
GEA
818
Glen Eagle Advisors
New Jersey
$9.3K
WA
819
Whipplewood Advisors
Colorado
$9.3K +$3.35K +8 +53%
MCM
820
Manchester Capital Management
Vermont
$8.89K -$837 -2 -8%
CB
821
CNB Bank
Pennsylvania
$8.89K
DPW
822
DiNuzzo Private Wealth
Pennsylvania
$8.49K -$837 -2 -9%
SC
823
SouthState Corp
Florida
$8.09K -$10K -24 -55%
GC
824
Garde Capital
Washington
$8.09K
PG
825
Proffitt & Goodson
Tennessee
$8.09K

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.