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Gartner
IT

Overview Fund Activity

878 hedge funds and large institutions have $29.5B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 370 increasing their positions, 318 reducing their positions, and 96 closing their positions.

Holders
878
Holders Change
-31
Holders Change %
-3.41%
% of All Funds
11.79%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
87
Increased
370
Reduced
318
Closed
96
Calls
$40.2M
Puts
$62.3M
Net Calls
-$22.2M
Net Calls Change
-$53.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.07B
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$267M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$470M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$276M
5
UBS Group
5
UBS Group
Switzerland
$269M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$753M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$243M
3
GIM
3
Generation Investment Management
United Kingdom
$129M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$656M
5
Franklin Resources
5
Franklin Resources
California
$179M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
926
Allstate Corporation
Illinois
– – -1,129 Closed
AWS
927
Atria Wealth Solutions
New York
– – -1,123 Closed
DWM
928
Diversify Wealth Management
Utah
– – -1,017 Closed
LP
929
LMR Partners
United Kingdom
– – -838 Closed
DAS
930
Diversify Advisory Services
Utah
– – -825 Closed
SAW
931
Signal Advisors Wealth
Michigan
– – -743 Closed
JWM
932
JFG Wealth Management
Colorado
– – -642 Closed
CAAS
933
Capital Asset Advisory Services
Michigan
– – -590 Closed
AWM
934
Axxcess Wealth Management
California
– – -590 Closed
MMA
935
Miracle Mile Advisors
California
– – -585 Closed
GS
936
GTS Securities
New York
– – -581 Closed
CGL
937
Clarius Group LLC
Washington
– – -579 Closed
PPWP
938
Premier Path Wealth Partners
New Jersey
– – -571 Closed
FCP
939
Fidelis Capital Partners
Florida
– – -525 Closed
IC
940
Iconiq Capital
California
– – -524 Closed
SWM
941
Salvus Wealth Management
New Jersey
– – -502 Closed
PCM
942
Prelude Capital Management
New York
– – -502 Closed
MOS
943
MGO One Seven
Ohio
– – -492 Closed
MCM
944
Mitchell Capital Management
Kansas
– – -491 Closed
FRA
945
Frank Rimerman Advisors
California
– – -490 Closed
SCM
946
Spreng Capital Management
Ohio
– – -488 Closed
IFS
947
Ifrah Financial Services
Arkansas
– – -483 Closed
SAM
948
Strive Asset Management
Ohio
– – -477 Closed
EI
949
eCIO Inc
Wisconsin
– – -381 Closed
ACM
950
Aster Capital Management
United Arab Emirates
– – -283 Closed
36 37
38
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