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Gartner
IT

Overview Fund Activity

938 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 319 increasing their positions, 341 reducing their positions, and 70 closing their positions.

Holders
938
Holders Change
+45
Holders Change %
+5.04%
% of All Funds
12.49%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
319
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.27B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$189M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.37B
4
Millennium Management
4
Millennium Management
New York
$144M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$805M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$21.7M
2
Polen Capital Management
2
Polen Capital Management
Florida
$437M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$259M
4
FPP
4
Findlay Park Partners
United Kingdom
$261M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
AS
901
Altshuler Shaham
Israel
$3.88K 8 – –
AFG
902
Albion Financial Group
Utah
$3.88K 8 – –
TAM
903
Tucker Asset Management
Colorado
$3.39K 7 – –
BAM
904
Bellevue Asset Management
Washington
$3.39K 7 – –
SC
905
Solstein Capital
California
$2.91K 6 – –
CA
906
Continuum Advisory
Idaho
$2.91K 6 – –
CFB
907
Cullen/Frost Bankers
Texas
$2.42K 5 -184 -97%
TCM
908
TD Capital Management
Tennessee
$2.42K 5 – –
AW
909
Avion Wealth
Texas
$2K 6 +1 +20%
TWD
910
True Wealth Design
Ohio
$1.94K 4 -94 -96%
WPA
911
West Paces Advisors
Georgia
$1.94K 4 – –
WWP
912
WR Wealth Planners
Missouri
$1.94K 4 – –
SWM
913
Sanctuary Wealth Management
Idaho
$1.94K 4 – –
WA
914
Whipplewood Advisors
Colorado
$1.94K 4 +4 New
NS
915
NBC Securities
Alabama
$1.55K 3 -3,308 -100%
TFM
916
TFC Financial Management
Massachusetts
$1.45K 3 – –
WWM
917
Wolff Wiese Magana
California
$1.45K 3 – –
WCM
918
WealthTrak Capital Management
Virginia
$1.45K 3 +3 New
NSIM
919
North Star Investment Management
Illinois
$1.45K 3 – –
CSWM
920
Cassady Schiller Wealth Management
Ohio
$1.45K 3 +3 New
SN
921
Sittner & Nelson
Oregon
$1.45K 3 +3 New
PWA
922
Principia Wealth Advisory
Texas
$1.45K 3 +3 New
BTD
923
BankPlus Trust Department
Mississippi
$1.45K 3 +3 New
GSWM
924
Golden State Wealth Management
California
$1.45K 3 +3 New
FG
925
Fairman Group
Pennsylvania
$969 2 -3 -60%
35 36
37
38 39