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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
CWA
876
Carolina Wealth Advisors
South Carolina
$4.62K
FWM
877
FSA Wealth Management
Massachusetts
$4.62K
WA
878
Whipplewood Advisors
Colorado
$4.62K +$5.42K +11 +275%
SIC
879
SJS Investment Consulting
Ohio
$4.2K
LFA
880
LGT Financial Advisors
Texas
$4.2K -$65.1K -132 -93%
SWA
881
SOA Wealth Advisors
New York
$4.2K
KIM
882
Kestra Investment Management
Texas
$3.36K -$25.6K -52 -87%
BWL
883
Bogart Wealth LLC
Virginia
$3.36K -$3.45K -7 -47%
AS
884
Altshuler Shaham
Israel
$3.36K
BCMLT
885
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.36K +$3.94K +8 New
BLC
886
Brown, Lisle/Cummings
Rhode Island
$3.36K +$3.94K +8 New
CTB
887
Country Trust Bank
Illinois
$3.36K +$3.94K +8 New
CVM
888
Cheviot Value Management
California
$2.99K +$3.45K +7 New
TWD
889
True Wealth Design
Ohio
$2.94K +$1.48K +3 +75%
BAM
890
Bellevue Asset Management
Washington
$2.94K
HWP
891
Highline Wealth Partners
California
$2.94K +$2.96K +6 +600%
HFS
892
Hughes Financial Services
Virginia
$2.9K +$3.45K +7 New
CA
893
Continuum Advisory
Idaho
$2.52K
SC
894
Solstein Capital
California
$2.52K
FAM
895
Flaharty Asset Management
Florida
$2.52K +$2.96K +6 New
RJA
896
Ross\Johnson & Associates
Minnesota
$2.52K +$2.96K +6 New
AW
897
Avion Wealth
Texas
$2K
WPA
898
West Paces Advisors
Georgia
$1.68K
RAM
899
Riggs Asset Management
Pennsylvania
$1.68K +$1.97K +4 New
TFM
900
TFC Financial Management
Massachusetts
$1.26K

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.