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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
RF
826
Robbins Farley
New Hampshire
$8.09K
TC
827
Truvestments Capital
Florida
$8.08K
BGAI
828
Bruce G. Allen Investments
Colorado
$7.68K
AWM
829
Activest Wealth Management
Florida
$7.28K +$6.28K +15 +500%
AWM
830
Abound Wealth Management
Tennessee
$6.87K
CIAS
831
CBIZ Investment Advisory Services
Ohio
$6.87K +$7.11K +17 New
WIM
832
Westside Investment Management
California
$6.51K +$6.7K +16 New
KFI
833
Key Financial Inc
Pennsylvania
$6.47K -$13K -31 -66%
LI
834
LRI Investments
Florida
$6.47K
HHMI
835
Howard Hughes Medical Institute
Maryland
$6.47K +$6.7K +16 New
JGIA
836
Jackson Grant Investment Advisers
Connecticut
$6.06K
TCM
837
TD Capital Management
Tennessee
$6.06K
VCM
838
Versant Capital Management
Arizona
$5.25K -$130K -310 -96%
OC
839
Oakworth Capital
Alabama
$5.25K
PWMG
840
Prestige Wealth Management Group
New Jersey
$5.25K +$837 +2 +18%
TWD
841
True Wealth Design
Ohio
$5.25K +$2.51K +6 +86%
PW
842
Pandora Wealth
Illinois
$5.25K +$5.44K +13 New
AW
843
Avion Wealth
Texas
$5K +$2.93K +7 +117%
CPG
844
Cornerstone Planning Group
New Jersey
$4.88K -$2.93K -7 -26%
DI
845
DAGCO Inc
Ohio
$4.85K
TCA
846
Trifecta Capital Advisors
Illinois
$4.45K
SO
847
Sierra Ocean
California
$4.45K -$6.7K -16 -59%
ACM
848
Anfield Capital Management
California
$4.45K
CWA
849
Carolina Wealth Advisors
South Carolina
$4.45K
FWM
850
FSA Wealth Management
Massachusetts
$4.45K

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.