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Gartner
IT

Overview Fund Activity

909 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-30
Holders Change %
-3.19%
% of All Funds
12.35%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
92
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$391M
2
Two Sigma Investments
Two Sigma Investments
New York
+$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$159M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
5
First Trust Advisors
First Trust Advisors
Illinois
+$131M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$434M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$301M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$88.6M
4
Morgan Stanley
Morgan Stanley
New York
-$84.3M
5
AI
Axiom Investors
Connecticut
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAM
901
Private Wealth Asset Management
Iowa
$839 +$839 +2 New
BFS
902
Bare Financial Services
Pennsylvania
$839 +$839 +2 New
LCM
903
Logan Capital Management
Pennsylvania
$420 – – –
BIM
904
Breakwater Investment Management
Washington
$420 – – –
BI
905
Binnacle Investments
Iowa
$420 +$420 +1 New
WA
906
WestEnd Advisors
North Carolina
$420 +$420 +1 New
DWM
907
Dogwood Wealth Management
Kansas
$420 +$420 +1 New
HIA
908
HFM Investment Advisors
New Jersey
$420 +$420 +1 New
BCM
909
Blume Capital Management
California
$420 +$420 +1 New
Norges Bank
910
Norges Bank
Norway
– -$461M -950,607 Closed
Point72 Asset Management
911
Point72 Asset Management
Connecticut
– -$88.6M -182,789 Closed
WCM
912
Wedge Capital Management
North Carolina
– -$64M -132,107 Closed
JCM
913
Junto Capital Management
New York
– -$34M -70,144 Closed
WC
914
Westwind Capital
New Mexico
– -$14.3M -29,538 Closed
WCM Investment Management
915
WCM Investment Management
California
– -$13M -26,768 Closed
IG
916
ING Group
Netherlands
– -$12.7M -26,152 Closed
D.E. Shaw & Co
917
D.E. Shaw & Co
New York
– -$7.87M -16,254 Closed
EAM
918
Erste Asset Management
Austria
– -$7.3M -15,000 Closed
JFG
919
Jefferies Financial Group
New York
– -$5.26M -10,851 Closed
SCM
920
Sandler Capital Management
New York
– -$5.16M -10,648 Closed
CM
921
Crestline Management
Texas
– -$3.59M -7,411 Closed
SW
922
SVB Wealth
Massachusetts
– -$3.44M -7,108 Closed
CPCPP
923
Canada Post Corporation Pension Plan
Canada
– -$2.95M -6,091 Closed
PAS
924
Point72 Asia (Singapore)
Singapore
– -$2.72M -5,620 Closed
AIM
925
Aigen Investment Management
New York
– -$2.48M -5,126 Closed
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