We are live on ! Find out more

920 hedge funds and large institutions have $30.8B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 335 increasing their positions, 375 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $47.8M

1.47% more ownership

Funds ownership: 94.12%95.6% (+1.5%)

3% less funds holding

Funds holding: 952920 (-32)

11% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

12% less capital invested

Capital invested by funds: $35.2B → $30.8B (-$4.37B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
920
Holders Change
-32
Holders Change %
-3.36%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
89
Increased
335
Reduced
375
Closed
101
Calls
$79.2M
Puts
$47.8M
Net Calls
+$31.5M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
851
Proffitt & Goodson
Tennessee
$8.39K
TC
852
Truvestments Capital
Florida
$8.39K
GC
853
Garde Capital
Washington
$8.39K +$9.86K +20 New
CWM
854
Compass Wealth Management
Connecticut
$7.98K
BGAI
855
Bruce G. Allen Investments
Colorado
$7.97K
DF
856
Dunhill Financial
United Kingdom
$7.64K -$986 -2 -10%
JSAM
857
J. Safra Asset Management
New York
$7.55K -$9.86K -20 -53%
NC
858
NewSquare Capital
Pennsylvania
$7.55K +$7.88K +16 +800%
AWM
859
Abound Wealth Management
Tennessee
$7.14K -$3.45K -7 -29%
HI
860
Harbour Investments
Wisconsin
$7.14K +$2.46K +5 +42%
AWM
861
Accredited Wealth Management
Kentucky
$7.14K +$8.38K +17 New
AT
862
Avalon Trust
New Mexico
$7.01K +$7.39K +15 +750%
LI
863
LRI Investments
Florida
$6.72K
GFPC
864
Global Financial Private Client
Florida
$6.72K +$986 +2 +14%
JGIA
865
Jackson Grant Investment Advisers
Connecticut
$6.3K
TCM
866
TD Capital Management
Tennessee
$6.3K +$4.93K +10 +200%
CWC
867
Carolinas Wealth Consulting
North Carolina
$5.88K -$493 -1 -7%
OC
868
Oakworth Capital
Alabama
$5.46K
GWSA
869
Global Wealth Strategies & Associates
Colorado
$5.04K
DI
870
DAGCO Inc
Ohio
$5.04K +$5.91K +12 New
S
871
Sachetta
Massachusetts
$4.62K -$3.94K -8 -42%
TCA
872
Trifecta Capital Advisors
Illinois
$4.62K
PWMG
873
Prestige Wealth Management Group
New Jersey
$4.62K +$493 +1 +10%
HHGA
874
Halbert Hargrove Global Advisors
California
$4.62K +$986 +2 +22%
ACM
875
Anfield Capital Management
California
$4.62K

IT Hedge Fund Activity: Q1 2025 in Review

920 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2025, worth a combined $30.8B — down 12% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IT and 89 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 335 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $459M. The largest seller was Massachusetts Financial Services, cutting an estimated $509M.

  • 920 institutional investors held Gartner (IT) as of Q1 2025, down from 952 in Q4 2024.
  • Funds reported $30.8B of Gartner stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new Gartner positions in Q1 2025 and 101 closed out, a net change of -12 holders.
  • The largest Gartner buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $459M added.
  • The largest Gartner seller in Q1 2025 was Massachusetts Financial Services, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.