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Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-26
Holders Change %
-2.86%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
97
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
$3.07B
2
AQR Capital Management
AQR Capital Management
Connecticut
$267M
3
SGA
Sustainable Growth Advisers
Connecticut
$470M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$276M
5
UBS Group
UBS Group
Switzerland
$269M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$753M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$243M
3
GIM
Generation Investment Management
United Kingdom
$129M
4
Principal Financial Group
Principal Financial Group
Iowa
$656M
5
Franklin Resources
Franklin Resources
California
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
826
Prestige Wealth Management Group
New Jersey
$5.26K +$808 +2 +18%
TWD
827
True Wealth Design
Ohio
$5.26K +$2.43K +6 +86%
PW
828
Pandora Wealth
Illinois
$5.26K +$5.26K +13 New
AW
829
Avion Wealth
Texas
$5K +$2.69K +7 +117%
CPG
830
Cornerstone Planning Group
New Jersey
$4.88K -$1.71K -7 -26%
DI
831
DAGCO Inc
Ohio
$4.85K – – –
TCA
832
Trifecta Capital Advisors
Illinois
$4.45K – – –
SO
833
Sierra Ocean
California
$4.45K -$6.47K -16 -59%
CWA
834
Carolina Wealth Advisors
South Carolina
$4.45K – – –
FWM
835
FSA Wealth Management
Massachusetts
$4.45K – – –
ACM
836
Anfield Capital Management
California
$4.45K – – –
MIM
837
MTM Investment Management
South Carolina
$4.45K +$4.45K +11 New
LFA
838
LGT Financial Advisors
Texas
$4.04K – – –
AS
839
Altshuler Shaham
Israel
$4.04K +$808 +2 +25%
BWL
840
Bogart Wealth LLC
Virginia
$4.04K +$808 +2 +25%
BFS
841
Bare Financial Services
Pennsylvania
$4.04K +$3.23K +8 +400%
HHGA
842
Halbert Hargrove Global Advisors
California
$3.64K -$808 -2 -18%
GXJ
843
Global X Japan
Japan
$3.64K +$3.64K +9 New
FPF
844
First Pacific Financial
Washington
$3.64K +$3.64K +9 New
AAS
845
Ameritas Advisory Services
Nebraska
$3.64K +$3.64K +9 New
KIM
846
Kestra Investment Management
Texas
$3.36K – – –
CTB
847
Country Trust Bank
Illinois
$3.23K – – –
BI
848
Binnacle Investments
Iowa
$3.23K +$2.83K +7 +700%
DF
849
Dunhill Financial
United Kingdom
$2.53K -$5.05K -12 -67%
SIC
850
SJS Investment Consulting
Ohio
$2.43K -$1.62K -4 -40%
32 33
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