We are live on ! Find out more

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
GSWM
876
Golden State Wealth Management
California
$1.21K
NL
877
NVWM LLC
Pennsylvania
$1.21K
WCM
878
WealthTrak Capital Management
Virginia
$1.21K
WWM
879
Wolff Wiese Magana
California
$1.21K
PWM
880
Parkworth Wealth Management
California
$1.21K +$418 +1 +50%
HIA
881
HFM Investment Advisors
New Jersey
$1.21K +$837 +2 +200%
FMP
882
Financial Management Professionals
Texas
$1.21K +$1.25K +3 New
KG
883
Kilter Group
New York
$1.21K +$1.25K +3 New
RWM
884
Rialto Wealth Management
New York
$1.21K +$1.25K +3 New
SC
885
Stephens Consulting
Michigan
$1.21K +$1.25K +3 New
S
886
Sachetta
Massachusetts
$809 -$3.77K -9 -82%
TFM
887
TFC Financial Management
Massachusetts
$809 -$418 -1 -33%
ACA
888
American Capital Advisory
Idaho
$809 +$837 +2 New
BHWM
889
Beaird Harris Wealth Management
Texas
$809 +$837 +2 New
DF
890
DecisionPoint Financial
Arizona
$407 +$418 +1 New
BIM
891
Breakwater Investment Management
Washington
$405
LCM
892
Logan Capital Management
Pennsylvania
$404
WA
893
WestEnd Advisors
North Carolina
$404
GWSG
894
GPS Wealth Strategies Group
Colorado
$404 +$418 +1 New
MPW
895
MASECO Private Wealth
$404 +$418 +1 New
TPWA
896
Twin Peaks Wealth Advisors
California
$307 +$418 +1 New
Fiera Capital (Canada)
897
Fiera Capital (Canada)
Quebec, Canada
-$81.3M -193,653 Closed
AI
898
Axiom Investors
Connecticut
-$57M -135,896 Closed
AIM
899
Artemis Investment Management
United Kingdom
-$29.3M -69,724 Closed
WAM
900
Weiss Asset Management
Massachusetts
-$18.5M -44,048 Closed

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.