We are live on ! Find out more

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
AAG
851
Armstrong Advisory Group
Massachusetts
$21.3K
RTC
852
Riverview Trust Company
Washington
$21.3K
PWMG
853
Private Wealth Management Group
New Jersey
$20.8K
IRAG
854
Investment Research & Advisory Group
Georgia
$20.8K
RCM
855
Raleigh Capital Management
North Carolina
$20.3K -$3.61K -7 -14%
CAL
856
Capital Advisors Ltd
Ohio
$20K
RS
857
Rakuten Securities
Japan
$19.4K +$19.6K +38 +1,900%
GCM
858
Gables Capital Management
Florida
$18.9K
JSAM
859
J. Safra Asset Management
New York
$18.4K
GKIM
860
GW&K Investment Management
Massachusetts
$18K +$1.03K +2 +6%
AP
861
Aspect Partners
Virginia
$17K
MFC
862
Mechanics Financial Corp
Ohio
$17K
MEG
863
Millstone Evans Group
Colorado
$17K +$18K +35 New
SO
864
Sierra Ocean
California
$17K +$18K +35 New
RTL
865
Red Tortoise LLC
Georgia
$16.5K
QL
866
Quarry LP
New York
$16.5K +$17.5K +34 New
TPW
867
Talon Private Wealth
Florida
$16K
KPP
868
Kings Path Partners
Texas
$14.5K
CPL
869
Capital & Planning LLC
Georgia
$14.5K +$15.5K +30 New
PFG
870
Putney Financial Group
California
$14.5K +$15.5K +30 New
SWM
871
Spire Wealth Management
Virginia
$14.1K -$10.3K -20 -41%
RF
872
Robbins Farley
New Hampshire
$12.1K
AWM
873
Abound Wealth Management
Tennessee
$11.9K +$2.58K +5 +26%
KWAG
874
Kiely Wealth Advisory Group
North Carolina
$11.6K
GEA
875
Glen Eagle Advisors
New Jersey
$11.1K

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.