IT icon

Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 97 closing their positions.

Holders
883
Holders Change
-26
Holders Change %
-2.86%
% of All Funds
11.85%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
97
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.07B
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$267M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$470M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$276M
5
UBS Group
5
UBS Group
Switzerland
$269M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$753M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$243M
3
GIM
3
Generation Investment Management
United Kingdom
$129M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$656M
5
Franklin Resources
5
Franklin Resources
California
$179M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
901
Paralel Advisors
Colorado
– – -5,269 Closed
TPM
902
Triasima Portfolio Management
Quebec, Canada
– – -4,213 Closed
AI
903
AXS Investments
New York
– – -3,637 Closed
SFI
904
Susquehanna Fundamental Investments
Pennsylvania
– – -3,300 Closed
CIBC World Market
905
CIBC World Market
Ontario, Canada
– – -3,225 Closed
Nomura Holdings
906
Nomura Holdings
Japan
– – -3,011 Closed
PA
907
Procyon Advisors
Connecticut
– – -2,723 Closed
AC
908
AXQ Capital
New Jersey
– – -2,504 Closed
IFU
909
iSAM Funds (UK)
United Kingdom
– – -2,476 Closed
PD
910
Point72 (DIFC)
United Arab Emirates
– – -2,335 Closed
WFC
911
Western Financial Corp
California
– – -2,251 Closed
ECM
912
Everence Capital Management
Indiana
– – -2,230 Closed
CIM
913
Contravisory Investment Management
Massachusetts
– – -2,028 Closed
DZ Bank
914
DZ Bank
Germany
– – -2,006 Closed
BCM
915
Bayesian Capital Management
New York
– – -1,753 Closed
CIS
916
Custom Index Systems
New York
– – -1,739 Closed
USAA
917
United Services Automobile Association
Texas
– – -1,708 Closed
MCC
918
Money Concepts Capital
Florida
– – -1,695 Closed
PL
919
Perpetual Ltd
Australia
– – -1,662 Closed
AP
920
Advisors Preferred
Maryland
– – -1,620 Closed
NW
921
NewEdge Wealth
Pennsylvania
– – -1,559 Closed
GCP
922
Garda Capital Partners
Minnesota
– – -1,503 Closed
NCM
923
Northwest Capital Management
Oregon
– – -1,325 Closed
FC
924
Farringdon Capital
United Kingdom
– – -1,272 Closed
TFS
925
Thoroughbred Financial Services
Tennessee
– – -1,130 Closed
35 36
37
38 39