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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Avior Wealth Management
Nebraska
$5.33K -$1.03K -2 -15%
ACM
902
Anfield Capital Management
California
$5.33K
CWA
903
Carolina Wealth Advisors
South Carolina
$5.33K
FWM
904
FSA Wealth Management
Massachusetts
$5.33K
HCM
905
Hollencrest Capital Management
California
$5.33K
MDA
906
Minot DeBlois Advisors
Massachusetts
$5.33K +$5.67K +11 New
SIC
907
SJS Investment Consulting
Ohio
$4.84K -$2.58K -5 -33%
PWMG
908
Prestige Wealth Management Group
New Jersey
$4.84K
RL
909
Rogco LP
Oklahoma
$4.84K
SWA
910
SOA Wealth Advisors
New York
$4.84K
HHGA
911
Halbert Hargrove Global Advisors
California
$4.36K +$4.64K +9 New
GWM
912
Geneos Wealth Management
Colorado
$4.36K -$7.22K -14 -61%
AFG
913
Albion Financial Group
Utah
$3.88K
AS
914
Altshuler Shaham
Israel
$3.88K
BAM
915
Bellevue Asset Management
Washington
$3.39K
TAM
916
Tucker Asset Management
Colorado
$3.39K
CA
917
Continuum Advisory
Idaho
$2.91K
SC
918
Solstein Capital
California
$2.91K
CFB
919
Cullen/Frost Bankers
Texas
$2.42K -$94.9K -184 -97%
LSA
920
Leonteq Securities AG
Switzerland
$2.42K
TCM
921
TD Capital Management
Tennessee
$2.42K
AW
922
Avion Wealth
Texas
$2K +$516 +1 +20%
TWD
923
True Wealth Design
Ohio
$1.94K -$48.5K -94 -96%
SWM
924
Sanctuary Wealth Management
Idaho
$1.94K
WPA
925
West Paces Advisors
Georgia
$1.94K

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.