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920 hedge funds and large institutions have $30.8B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 335 increasing their positions, 375 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $47.8M

1.47% more ownership

Funds ownership: 94.12%95.6% (+1.5%)

3% less funds holding

Funds holding: 952920 (-32)

11% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

12% less capital invested

Capital invested by funds: $35.2B → $30.8B (-$4.37B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
920
Holders Change
-32
Holders Change %
-3.36%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
89
Increased
335
Reduced
375
Closed
101
Calls
$79.2M
Puts
$47.8M
Net Calls
+$31.5M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
826
Cary Street Partners
Virginia
$18.5K -$5.91K -12 -21%
SC
827
SouthState Corp
Florida
$18.5K +$21.7K +44 New
IRAG
828
Investment Research & Advisory Group
Georgia
$18K
RTC
829
Riverview Trust Company
Washington
$17.6K -$986 -2 -5%
RA
830
Rise Advisors
New York
$16.8K -$2.96K -6 -13%
PWMG
831
Private Wealth Management Group
New Jersey
$16.4K -$1.97K -4 -9%
GCM
832
Gables Capital Management
Florida
$16.4K
AP
833
Aspect Partners
Virginia
$14.7K
MFC
834
Mechanics Financial Corp
Ohio
$14.7K
MEG
835
Millstone Evans Group
Colorado
$14.7K
CT
836
Clearstead Trust
Maine
$14.4K -$8.38K -17 -33%
RTL
837
Red Tortoise LLC
Georgia
$14.3K
HFM
838
Harvest Fund Management
China
$14K -$301K -611 -95%
AAP
839
Arax Advisory Partners
Colorado
$13.9K -$34K -69 -68%
PFG
840
Putney Financial Group
California
$12.6K
SCB
841
Saudi Central Bank
Saudi Arabia
$12.6K +$14.8K +30 New
SO
842
Sierra Ocean
California
$11.3K -$3.94K -8 -23%
CPG
843
Cornerstone Planning Group
New Jersey
$11K -$25.6K -52 -66%
SWM
844
Spire Wealth Management
Virginia
$10.9K -$1.48K -3 -10%
MCM
845
Manchester Capital Management
Vermont
$10.1K +$4.43K +9 +60%
DPW
846
DiNuzzo Private Wealth
Pennsylvania
$9.65K +$493 +1 +5%
GEA
847
Glen Eagle Advisors
New Jersey
$9.65K
CB
848
CNB Bank
Pennsylvania
$9.23K
CAL
849
Capital Advisors Ltd
Ohio
$9K -$10.3K -21 -50%
RF
850
Robbins Farley
New Hampshire
$8.39K -$2.46K -5 -20%

IT Hedge Fund Activity: Q1 2025 in Review

920 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2025, worth a combined $30.8B — down 12% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IT and 89 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 335 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $459M. The largest seller was Massachusetts Financial Services, cutting an estimated $509M.

  • 920 institutional investors held Gartner (IT) as of Q1 2025, down from 952 in Q4 2024.
  • Funds reported $30.8B of Gartner stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new Gartner positions in Q1 2025 and 101 closed out, a net change of -12 holders.
  • The largest Gartner buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $459M added.
  • The largest Gartner seller in Q1 2025 was Massachusetts Financial Services, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.