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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
RA
826
Ransom Advisory
Rhode Island
$33.9K
CFGS
827
Concourse Financial Group Securities
Alabama
$33.6K +$17.5K +34 +113%
MCM
828
MV Capital Management
Maryland
$32.9K
ST
829
Smithfield Trust
Pennsylvania
$32K
AGWCA
830
Annis Gardner Whiting Capital Advisors
Florida
$32K -$16K -31 -32%
WBC
831
West Branch Capital
Massachusetts
$31.5K
PP
832
Pacifica Partners
Canada
$31.4K -$2.58K -5 -7%
MA
833
MCF Advisors
Kentucky
$29.1K
FNWA
834
Financial Network Wealth Advisors
Utah
$29.1K -$37.1K -72 -55%
OP
835
ORG Partners
Indiana
$29.1K
TCOV
836
Trust Company of Vermont
Vermont
$29.1K
KIM
837
Kestra Investment Management
Texas
$29.1K +$30.9K +60 New
FFA
838
Frazier Financial Advisors
Ohio
$28.6K -$9.28K -18 -23%
TCM
839
Tradewinds Capital Management
Washington
$28.1K +$4.12K +8 +16%
CSP
840
Cary Street Partners
Virginia
$27.1K +$28.9K +56 New
FMII
841
Farmers & Merchants Investments Inc
Nebraska
$26.6K
CT
842
Clearstead Trust
Maine
$24.7K
EB
843
Eastern Bank
Massachusetts
$24.7K
CJ
844
Caitlin John
Michigan
$24.2K
CA
845
CoreCap Advisors
Michigan
$24.2K
MA
846
Montag & Associates
Georgia
$24.2K
C
847
Covestor
United Kingdom
$24K -$4.12K -8 -14%
BOJHT
848
Bank of Jackson Hole Trust
Wyoming
$23.7K +$25.3K +49 New
RA
849
Rise Advisors
New York
$22.3K +$516 +1 +2%
KFI
850
Key Financial Inc
Pennsylvania
$22.3K +$16K +31 +207%

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.