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Gartner
IT

Overview Fund Activity

908 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
-31
Holders Change %
-3.3%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
91
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$391M
2
Two Sigma Investments
Two Sigma Investments
New York
+$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$159M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
5
First Trust Advisors
First Trust Advisors
Illinois
+$131M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$434M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$301M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$88.6M
4
Morgan Stanley
Morgan Stanley
New York
-$84.3M
5
AI
Axiom Investors
Connecticut
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
851
LRI Investments
Florida
$6.72K – – –
GFPC
852
Global Financial Private Client
Florida
$6.72K +$840 +2 +14%
JGIA
853
Jackson Grant Investment Advisers
Connecticut
$6.3K – – –
TCM
854
TD Capital Management
Tennessee
$6.3K +$4.2K +10 +200%
CWC
855
Carolinas Wealth Consulting
North Carolina
$5.88K -$420 -1 -7%
OC
856
Oakworth Capital
Alabama
$5.46K – – –
GWSA
857
Global Wealth Strategies & Associates
Colorado
$5.04K – – –
DI
858
DAGCO Inc
Ohio
$5.04K +$5.04K +12 New
S
859
Sachetta
Massachusetts
$4.62K -$3.36K -8 -42%
TCA
860
Trifecta Capital Advisors
Illinois
$4.62K – – –
PWMG
861
Prestige Wealth Management Group
New Jersey
$4.62K +$420 +1 +10%
HHGA
862
Halbert Hargrove Global Advisors
California
$4.62K +$840 +2 +22%
ACM
863
Anfield Capital Management
California
$4.62K – – –
CWA
864
Carolina Wealth Advisors
South Carolina
$4.62K – – –
FWM
865
FSA Wealth Management
Massachusetts
$4.62K – – –
WA
866
Whipplewood Advisors
Colorado
$4.62K +$3.39K +11 +275%
SIC
867
SJS Investment Consulting
Ohio
$4.2K – – –
LFA
868
LGT Financial Advisors
Texas
$4.2K -$55.4K -132 -93%
SWA
869
SOA Wealth Advisors
New York
$4.2K – – –
KIM
870
Kestra Investment Management
Texas
$3.36K -$21.8K -52 -87%
BWL
871
Bogart Wealth LLC
Virginia
$3.36K -$2.94K -7 -47%
AS
872
Altshuler Shaham
Israel
$3.36K – – –
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.36K +$3.36K +8 New
BLC
874
Brown, Lisle/Cummings
Rhode Island
$3.36K +$3.36K +8 New
CTB
875
Country Trust Bank
Illinois
$3.36K +$3.36K +8 New
33 34
35
36 37