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Gartner
IT

Overview Fund Activity

909 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-30
Holders Change %
-3.19%
% of All Funds
12.35%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
92
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$448M
2
Two Sigma Investments
Two Sigma Investments
New York
$220M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$220M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
5
First Trust Advisors
First Trust Advisors
Illinois
$150M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$732M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$396M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Morgan Stanley
Morgan Stanley
New York
$825M
5
AI
Axiom Investors
Connecticut
$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CVM
876
Cheviot Value Management
California
$2.99K +$2.99K +7 New
TWD
877
True Wealth Design
Ohio
$2.94K +$1.26K +3 +75%
BAM
878
Bellevue Asset Management
Washington
$2.94K – – –
HWP
879
Highline Wealth Partners
California
$2.94K +$2.52K +6 +600%
HFS
880
Hughes Financial Services
Virginia
$2.9K +$2.9K +7 New
CA
881
Continuum Advisory
Idaho
$2.52K – – –
SC
882
Solstein Capital
California
$2.52K – – –
RJA
883
Ross\Johnson & Associates
Minnesota
$2.52K +$2.52K +6 New
FAM
884
Flaharty Asset Management
Florida
$2.52K +$2.52K +6 New
AW
885
Avion Wealth
Texas
$2K – – –
WPA
886
West Paces Advisors
Georgia
$1.68K – – –
RAM
887
Riggs Asset Management
Pennsylvania
$1.68K +$1.68K +4 New
WWM
888
Wolff Wiese Magana
California
$1.26K – – –
TFM
889
TFC Financial Management
Massachusetts
$1.26K – – –
WCM
890
WealthTrak Capital Management
Virginia
$1.26K – – –
NL
891
NVWM LLC
Pennsylvania
$1.26K -$913K -2,175 -100%
GSWM
892
Golden State Wealth Management
California
$1.26K – – –
AWM
893
Activest Wealth Management
Florida
$1.26K +$839 +2 +200%
FCAS
894
First Command Advisory Services
Texas
$1.26K +$1.26K +3 New
BT
895
Banque Transatlantique
France
$1.16K +$1.16K +3 New
WW
896
Winnow Wealth
Texas
$868 +$289 +1 +50%
WTFG
897
Wood Tarver Financial Group
Idaho
$840 – – –
CIA
898
Cape Investment Advisory
Georgia
$839 – – –
PWM
899
Parkworth Wealth Management
California
$839 – – –
BHWM
900
Bay Harbor Wealth Management
Maryland
$839 +$839 +2 New
34 35
36
37 38