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920 hedge funds and large institutions have $30.8B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 335 increasing their positions, 375 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $47.8M

1.47% more ownership

Funds ownership: 94.12%95.6% (+1.5%)

3% less funds holding

Funds holding: 952920 (-32)

11% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

12% less capital invested

Capital invested by funds: $35.2B → $30.8B (-$4.37B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
920
Holders Change
-32
Holders Change %
-3.36%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
89
Increased
335
Reduced
375
Closed
101
Calls
$79.2M
Puts
$47.8M
Net Calls
+$31.5M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
901
WealthTrak Capital Management
Virginia
$1.26K
WWM
902
Wolff Wiese Magana
California
$1.26K
NL
903
NVWM LLC
Pennsylvania
$1.26K -$1.07M -2,175 -100%
GSWM
904
Golden State Wealth Management
California
$1.26K
AWM
905
Activest Wealth Management
Florida
$1.26K +$986 +2 +200%
FCAS
906
First Command Advisory Services
Texas
$1.26K +$1.48K +3 New
WW
907
Winnow Wealth
Texas
$868 +$493 +1 +50%
WTFG
908
Wood Tarver Financial Group
Idaho
$840
CIA
909
Cape Investment Advisory
Georgia
$839
PWM
910
Parkworth Wealth Management
California
$839
BFS
911
Bare Financial Services
Pennsylvania
$839 +$986 +2 New
BHWM
912
Bay Harbor Wealth Management
Maryland
$839 +$986 +2 New
PWAM
913
Private Wealth Asset Management
Iowa
$839 +$986 +2 New
BIM
914
Breakwater Investment Management
Washington
$420
LCM
915
Logan Capital Management
Pennsylvania
$420
BI
916
Binnacle Investments
Iowa
$420 +$493 +1 New
BCM
917
Blume Capital Management
California
$420 +$493 +1 New
DWM
918
Dogwood Wealth Management
Kansas
$420 +$493 +1 New
HIA
919
HFM Investment Advisors
New Jersey
$420 +$493 +1 New
WA
920
WestEnd Advisors
North Carolina
$420 +$493 +1 New
Point72 Asset Management
921
Point72 Asset Management
Connecticut
-$88.6M -182,789 Closed
WCM
922
Wedge Capital Management
North Carolina
-$64M -132,107 Closed
JCM
923
Junto Capital Management
New York
-$34M -70,144 Closed
WC
924
Westwind Capital
New Mexico
-$14.3M -29,538 Closed
WCM Investment Management
925
WCM Investment Management
California
-$13M -26,768 Closed

IT Hedge Fund Activity: Q1 2025 in Review

920 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2025, worth a combined $30.8B — down 12% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IT and 89 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 335 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $459M. The largest seller was Massachusetts Financial Services, cutting an estimated $509M.

  • 920 institutional investors held Gartner (IT) as of Q1 2025, down from 952 in Q4 2024.
  • Funds reported $30.8B of Gartner stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new Gartner positions in Q1 2025 and 101 closed out, a net change of -12 holders.
  • The largest Gartner buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $459M added.
  • The largest Gartner seller in Q1 2025 was Massachusetts Financial Services, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.