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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
CCA
876
Criterion Capital Advisors
Tennessee
$10.8K
DPW
877
DiNuzzo Private Wealth
Pennsylvania
$10.7K
CB
878
CNB Bank
Pennsylvania
$10.7K
BC
879
Bayforest Capital
United Kingdom
$10.7K +$11.3K +22 New
SC
880
Stance Capital
Massachusetts
$10.7K +$11.3K +22 New
PG
881
Proffitt & Goodson
Tennessee
$9.69K
TC
882
Truvestments Capital
Florida
$9.69K
DF
883
Dunhill Financial
United Kingdom
$9.65K +$2.06K +4 +25%
BGAI
884
Bruce G. Allen Investments
Colorado
$9.21K
CWM
885
Compass Wealth Management
Connecticut
$9.21K
S
886
Sachetta
Massachusetts
$9.21K +$1.03K +2 +12%
EBA
887
Eagle Bay Advisors
New York
$7.75K
LI
888
LRI Investments
Florida
$7.75K
CWC
889
Carolinas Wealth Consulting
North Carolina
$7.27K
MCM
890
Manchester Capital Management
Vermont
$7.27K
JGIA
891
Jackson Grant Investment Advisers
Connecticut
$7.27K
BWL
892
Bogart Wealth LLC
Virginia
$7.27K +$3.61K +7 +88%
CAS
893
Coppell Advisory Solutions
Texas
$6.8K +$1.55K +3 +27%
GFPC
894
Global Financial Private Client
Florida
$6.78K +$1.55K +3 +27%
PMFA
895
Plante Moran Financial Advisors
Michigan
$6.78K +$7.22K +14 New
OC
896
Oakworth Capital
Alabama
$6.3K -$1.03K -2 -13%
CWP
897
Concord Wealth Partners
Virginia
$5.81K
GWSA
898
Global Wealth Strategies & Associates
Colorado
$5.81K
HI
899
Harbour Investments
Wisconsin
$5.81K +$1.03K +2 +20%
TCA
900
Trifecta Capital Advisors
Illinois
$5.33K -$15K -29 -73%

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.