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793 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 255 increasing their positions, 315 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $70.9M

0.47% less ownership

Funds ownership: 95.74%95.27% (-0.47%)

12% less funds holding

Funds holding: 897793 (-104)

19% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 315

36% less capital invested

Capital invested by funds: $29.8B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
793
Holders Change
-104
Holders Change %
-11.59%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
130
Increased
255
Reduced
315
Closed
220
Calls
$81.5M
Puts
$70.9M
Net Calls
+$10.7M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
876
MQS Management
New York
-$566K -1,399 Closed
CI
877
Corient IA
Florida
-$562K -1,390 Closed
PCS
878
Personal CFO Solutions
New Jersey
-$549K -1,357 Closed
SLI
879
Sumitomo Life Insurance
Japan
-$547K -1,354 Closed
VCA
880
Verdence Capital Advisors
Maryland
-$539K -1,333 Closed
DADC
881
D.A. Davidson & Co
Montana
-$511K -1,264 Closed
MWM
882
MorganRosel Wealth Management
Colorado
-$501K -1,240 Closed
GC
883
Gilbert & Cook
Iowa
-$490K -1,211 Closed
BFM
884
Boothbay Fund Management
New York
-$480K -1,187 Closed
SB
885
Strategic Blueprint
Georgia
-$479K -1,184 Closed
P
886
Pitcairn
Pennsylvania
-$475K -1,174 Closed
WA
887
Wealth Alliance
New York
-$453K -1,121 Closed
HAG
888
HighPoint Advisor Group
Illinois
-$452K -1,119 Closed
EAM
889
Eventide Asset Management
Massachusetts
-$432K -1,073 Closed
MCM
890
Monument Capital Management
Virginia
-$421K -1,041 Closed
CIAM
891
Caitong International Asset Management
Hong Kong
-$419K -1,037 Closed
SC
892
Savant Capital
Illinois
-$413K -1,021 Closed
IP
893
Intellectus Partners
California
-$412K -1,020 Closed
AG
894
Ascent Group
Virginia
-$407K -1,008 Closed
AWM
895
Apollon Wealth Management
South Carolina
-$390K -965 Closed
BTWM
896
Baker Tilly Wealth Management
Wisconsin
-$388K -961 Closed
IFA
897
Index Fund Advisors
California
-$373K -924 Closed
SC
898
Sapient Capital
Indiana
-$373K -922 Closed
IAA
899
Independent Advisor Alliance
North Carolina
-$369K -914 Closed
AFG
900
Atomi Financial Group
New York
-$346K -856 Closed

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2025, worth a combined $18.9B — down 36% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of IT and 130 opened new positions — a net loss of 90 holders — while 315 trimmed existing stakes and 255 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $932M. The largest seller was Principal Financial Group, cutting an estimated $445M.

  • 793 institutional investors held Gartner (IT) as of Q3 2025, down from 897 in Q2 2025.
  • Funds reported $18.9B of Gartner stock for Q3 2025, down 36% quarter-over-quarter.
  • 130 funds opened new Gartner positions in Q3 2025 and 220 closed out, a net change of -90 holders.
  • The largest Gartner buyer in Q3 2025 was Independent Franchise Partners, an estimated $932M added.
  • The largest Gartner seller in Q3 2025 was Principal Financial Group, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2025.