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Gartner
IT

793 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 255 increasing their positions, 315 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $70.9M

0.47% less ownership

Funds ownership: 95.74% → 95.27% (-0.47%)

12% less funds holding

Funds holding: 897 → 793 (-104)

19% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 315

36% less capital invested

Capital invested by funds: $29.8B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 13 → 8 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
793
Holders Change
-104
Holders Change %
-11.59%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
130
Increased
255
Reduced
315
Closed
220
Calls
$81.5M
Puts
$70.9M
Net Calls
+$10.7M
Net Calls Change
+$6.41M

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$932M
2
Capital International Investors
Capital International Investors
California
+$910M
3
Deutsche Bank
Deutsche Bank
Germany
+$222M
4
BAMCO Inc
BAMCO Inc
New York
+$195M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$171M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$445M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$438M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$369M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$240M
5
Polen Capital Management
Polen Capital Management
Florida
-$225M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
826
Campbell & Co Investment Adviser
Maryland
– -$2.93M -7,242 Closed
GCM
827
Graham Capital Management
Connecticut
– -$2.77M -6,847 Closed
Marshall Wace
828
Marshall Wace
United Kingdom
– -$2.7M -6,669 Closed
CC
829
Centiva Capital
New York
– -$2.68M -6,627 Closed
NRD
830
Nebula Research & Development
New York
– -$2.58M -6,379 Closed
SSWM
831
Smith Salley Wealth Management
North Carolina
– -$2.38M -5,884 Closed
MG
832
Markel Group
Virginia
– -$2.3M -5,700 Closed
AFS
833
Aft Forsyth & Sober
Florida
– -$2.22M -5,500 Closed
RS
834
R Squared
Hong Kong
– -$2.16M -5,340 Closed
VF
835
Virtu Financial
New York
– -$2.12M -5,235 Closed
VIM
836
Vinva Investment Management
Australia
– -$2.05M -5,100 Closed
BC
837
Bridgefront Capital
Texas
– -$2.01M -4,971 Closed
MC
838
Machina Capital
France
– -$1.97M -4,875 Closed
BRCM
839
Bright Rock Capital Management
Massachusetts
– -$1.86M -4,600 Closed
YIH
840
Y-Intercept (HK)
Hong Kong
– -$1.84M -4,549 Closed
PWG
841
Portside Wealth Group
Utah
– -$1.63M -4,023 Closed
NS
842
NBC Securities
Alabama
– -$1.4M -3,452 Closed
GH
843
GAM Holding
Switzerland
– -$1.39M -3,432 Closed
OTL
844
Oak Thistle LLC
New York
– -$1.38M -3,403 Closed
HWM
845
Hohimer Wealth Management
Washington
– -$1.35M -3,344 Closed
CCP
846
Cunning Capital Partners
North Carolina
– -$1.3M -3,217 Closed
FRM
847
Fox Run Management
Connecticut
– -$1.28M -3,170 Closed
VAS
848
Vestmark Advisory Solutions
Massachusetts
– -$1.28M -3,169 Closed
IWA
849
Icon Wealth Advisors
Texas
– -$1.28M -3,162 Closed
GCP
850
GSA Capital Partners
United Kingdom
– -$1.23M -3,042 Closed
32 33
34
35 36

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2025, worth a combined $18.9B — down 36% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of IT and 130 opened new positions — a net loss of 90 holders — while 315 trimmed existing stakes and 255 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $932M. The largest seller was Principal Financial Group, cutting an estimated $445M.

  • 793 institutional investors held Gartner (IT) as of Q3 2025, down from 897 in Q2 2025.
  • Funds reported $18.9B of Gartner stock for Q3 2025, down 36% quarter-over-quarter.
  • 130 funds opened new Gartner positions in Q3 2025 and 220 closed out, a net change of -90 holders.
  • The largest Gartner buyer in Q3 2025 was Independent Franchise Partners, an estimated $932M added.
  • The largest Gartner seller in Q3 2025 was Principal Financial Group, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2025.