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Gartner
IT

Overview Fund Activity

938 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 319 increasing their positions, 341 reducing their positions, and 70 closing their positions.

Holders
938
Holders Change
+45
Holders Change %
+5.04%
% of All Funds
12.49%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
319
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$461M
2
MIA
2
Madison Investment Advisors
Wisconsin
$245M
3
Raymond James Financial
3
Raymond James Financial
Florida
$165M
4
BlackRock
4
BlackRock
New York
$3.27B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$189M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$21.7M
2
Polen Capital Management
2
Polen Capital Management
Florida
$437M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$259M
4
FPP
4
Findlay Park Partners
United Kingdom
$261M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
EBA
876
Eagle Bay Advisors
New York
$7.75K 16 – –
MCM
877
Manchester Capital Management
Vermont
$7.27K 15 – –
CWC
878
Carolinas Wealth Consulting
North Carolina
$7.27K 15 – –
JGIA
879
Jackson Grant Investment Advisers
Connecticut
$7.27K 15 – –
BWL
880
Bogart Wealth LLC
Virginia
$7.27K 15 +7 +88%
CAS
881
Coppell Advisory Solutions
Texas
$6.8K 14 +3 +27%
GFPC
882
Global Financial Private Client
Florida
$6.78K 14 +3 +27%
PMFA
883
Plante Moran Financial Advisors
Michigan
$6.78K 14 +14 New
OC
884
Oakworth Capital
Alabama
$6.3K 13 -2 -13%
CWP
885
Concord Wealth Partners
Virginia
$5.81K 12 – –
GWSA
886
Global Wealth Strategies & Associates
Colorado
$5.81K 12 – –
HI
887
Harbour Investments
Wisconsin
$5.81K 12 +2 +20%
TCA
888
Trifecta Capital Advisors
Illinois
$5.33K 11 -29 -73%
AWM
889
Avior Wealth Management
Nebraska
$5.33K 11 -2 -15%
HCM
890
Hollencrest Capital Management
California
$5.33K 11 – –
CWA
891
Carolina Wealth Advisors
South Carolina
$5.33K 11 – –
FWM
892
FSA Wealth Management
Massachusetts
$5.33K 11 – –
ACM
893
Anfield Capital Management
California
$5.33K 11 – –
MDA
894
Minot DeBlois Advisors
Massachusetts
$5.33K 11 +11 New
SIC
895
SJS Investment Consulting
Ohio
$4.85K 10 -5 -33%
RL
896
Rogco LP
Oklahoma
$4.85K 10 – –
PWMG
897
Prestige Wealth Management Group
New Jersey
$4.85K 10 – –
SWA
898
SOA Wealth Advisors
New York
$4.85K 10 – –
HHGA
899
Halbert Hargrove Global Advisors
California
$4.36K 9 +9 New
GWM
900
Geneos Wealth Management
Colorado
$4.36K 9 -14 -61%
34 35
36
37 38