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897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
851
MTM Investment Management
South Carolina
$4.45K +$4.6K +11 New
LFA
852
LGT Financial Advisors
Texas
$4.04K
AS
853
Altshuler Shaham
Israel
$4.04K +$837 +2 +25%
BWL
854
Bogart Wealth LLC
Virginia
$4.04K +$837 +2 +25%
BFS
855
Bare Financial Services
Pennsylvania
$4.04K +$3.35K +8 +400%
HHGA
856
Halbert Hargrove Global Advisors
California
$3.64K -$837 -2 -18%
AAS
857
Ameritas Advisory Services
Nebraska
$3.64K +$3.77K +9 New
FPF
858
First Pacific Financial
Washington
$3.64K +$3.77K +9 New
GXJ
859
Global X Japan
Japan
$3.64K +$3.77K +9 New
KIM
860
Kestra Investment Management
Texas
$3.36K
CTB
861
Country Trust Bank
Illinois
$3.23K
BI
862
Binnacle Investments
Iowa
$3.23K +$2.93K +7 +700%
DF
863
Dunhill Financial
United Kingdom
$2.53K -$5.02K -12 -67%
SIC
864
SJS Investment Consulting
Ohio
$2.43K -$1.67K -4 -40%
BAM
865
Bellevue Asset Management
Washington
$2.42K -$418 -1 -14%
SC
866
Solstein Capital
California
$2.42K
PGAM
867
Princeton Global Asset Management
New Jersey
$2.42K +$2.51K +6 New
HFS
868
Hughes Financial Services
Virginia
$2.19K +$837 +2 +29%
PWA
869
Principia Wealth Advisory
Texas
$1.62K +$1.67K +4 New
TCOT
870
Trust Company of Toledo
Ohio
$1.62K +$1.67K +4 New
BHWM
871
Bay Harbor Wealth Management
Maryland
$1.62K +$837 +2 +100%
DWM
872
Dogwood Wealth Management
Kansas
$1.6K +$1.25K +3 +300%
BTD
873
BankPlus Trust Department
Mississippi
$1.21K -$18.4K -44 -94%
HWP
874
Highline Wealth Partners
California
$1.21K -$1.67K -4 -57%
FCAS
875
First Command Advisory Services
Texas
$1.21K

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.