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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 %
BAM
851
Bellevue Asset Management
Washington
$2.43K -$404 -1 -14%
SC
852
Solstein Capital
California
$2.43K – – –
PGAM
853
Princeton Global Asset Management
New Jersey
$2.43K +$2.43K +6 New
HFS
854
Hughes Financial Services
Virginia
$2.19K +$487 +2 +29%
PWA
855
Principia Wealth Advisory
Texas
$1.62K +$1.62K +4 New
TCOT
856
Trust Company of Toledo
Ohio
$1.62K +$1.62K +4 New
BHWM
857
Bay Harbor Wealth Management
Maryland
$1.62K +$808 +2 +100%
DWM
858
Dogwood Wealth Management
Kansas
$1.6K +$1.2K +3 +300%
BTD
859
BankPlus Trust Department
Mississippi
$1.21K -$17.8K -44 -94%
HWP
860
Highline Wealth Partners
California
$1.21K -$1.62K -4 -57%
FCAS
861
First Command Advisory Services
Texas
$1.21K – – –
WWM
862
Wolff Wiese Magana
California
$1.21K – – –
WCM
863
WealthTrak Capital Management
Virginia
$1.21K – – –
NL
864
NVWM LLC
Pennsylvania
$1.21K – – –
GSWM
865
Golden State Wealth Management
California
$1.21K – – –
PWM
866
Parkworth Wealth Management
California
$1.21K +$404 +1 +50%
HIA
867
HFM Investment Advisors
New Jersey
$1.21K +$809 +2 +200%
SC
868
Stephens Consulting
Michigan
$1.21K +$1.21K +3 New
KG
869
Kilter Group
New York
$1.21K +$1.21K +3 New
FMP
870
Financial Management Professionals
Texas
$1.21K +$1.21K +3 New
RWM
871
Rialto Wealth Management
New York
$1.21K +$1.21K +3 New
S
872
Sachetta
Massachusetts
$809 -$3.64K -9 -82%
TFM
873
TFC Financial Management
Massachusetts
$809 -$405 -1 -33%
ACA
874
American Capital Advisory
Idaho
$809 +$809 +2 New
BHWM
875
Beaird Harris Wealth Management
Texas
$809 +$809 +2 New
33 34
35
36 37