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793 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 255 increasing their positions, 315 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $70.9M

0.47% less ownership

Funds ownership: 95.74%95.27% (-0.47%)

12% less funds holding

Funds holding: 897793 (-104)

19% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 315

36% less capital invested

Capital invested by funds: $29.8B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
793
Holders Change
-104
Holders Change %
-11.59%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
130
Increased
255
Reduced
315
Closed
220
Calls
$81.5M
Puts
$70.9M
Net Calls
+$10.7M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
901
Equitable Holdings
New York
-$346K -855 Closed
PAG
902
Private Advisor Group
New Jersey
-$342K -847 Closed
AFA
903
Arlington Financial Advisors
California
-$337K -834 Closed
CNBT
904
Canandaigua National Bank & Trust
New York
-$331K -819 Closed
FFM
905
Forum Financial Management
Illinois
-$329K -814 Closed
PF
906
Phoenix Financial
Israel
-$326K -806 Closed
AA
907
ALPS Advisors
Colorado
-$319K -790 Closed
BMCM
908
Bryn Mawr Capital Management
Pennsylvania
-$316K -782 Closed
BCM
909
Brookstone Capital Management
Illinois
-$304K -752 Closed
CI
910
Cigna Investments
Connecticut
-$302K -745 Closed
FSC
911
Full Sail Capital
Oklahoma
-$301K -745 Closed
ORG
912
Optimist Retirement Group
Washington
-$297K -734 Closed
JIC
913
Johnson Investment Counsel
Ohio
-$295K -730 Closed
ICP
914
Impact Capital Partners
Colorado
-$288K -713 Closed
WIA
915
World Investment Advisors
California
-$285K -705 Closed
SACTSONJ
916
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
-$283K -700 Closed
NWAG
917
Net Worth Advisory Group
Utah
-$281K -695 Closed
FCG
918
Fielder Capital Group
Tennessee
-$280K -692 Closed
AC
919
Avestar Capital
New York
-$279K -689 Closed
RB
920
Renasant Bank
Mississippi
-$279K -689 Closed
SCM
921
SCS Capital Management
Massachusetts
-$274K -679 Closed
TCM
922
Teza Capital Management
Illinois
-$270K -669 Closed
OWCM
923
One Wealth Capital Management
Arizona
-$270K -667 Closed
RFC
924
Regions Financial Corp
Alabama
-$268K -663 Closed
HT
925
Headlands Technologies
Illinois
-$267K -660 Closed

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2025, worth a combined $18.9B — down 36% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of IT and 130 opened new positions — a net loss of 90 holders — while 315 trimmed existing stakes and 255 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $932M. The largest seller was Principal Financial Group, cutting an estimated $445M.

  • 793 institutional investors held Gartner (IT) as of Q3 2025, down from 897 in Q2 2025.
  • Funds reported $18.9B of Gartner stock for Q3 2025, down 36% quarter-over-quarter.
  • 130 funds opened new Gartner positions in Q3 2025 and 220 closed out, a net change of -90 holders.
  • The largest Gartner buyer in Q3 2025 was Independent Franchise Partners, an estimated $932M added.
  • The largest Gartner seller in Q3 2025 was Principal Financial Group, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2025.