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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WWP
926
WR Wealth Planners
Missouri
$1.94K
WA
927
Whipplewood Advisors
Colorado
$1.94K +$2.06K +4 New
NS
928
NBC Securities
Alabama
$1.55K -$1.71M -3,308 -100%
TFM
929
TFC Financial Management
Massachusetts
$1.45K
WWM
930
Wolff Wiese Magana
California
$1.45K
WCM
931
WealthTrak Capital Management
Virginia
$1.45K +$1.55K +3 New
NSIM
932
North Star Investment Management
Illinois
$1.45K
BTD
933
BankPlus Trust Department
Mississippi
$1.45K +$1.55K +3 New
CSWM
934
Cassady Schiller Wealth Management
Ohio
$1.45K +$1.55K +3 New
GSWM
935
Golden State Wealth Management
California
$1.45K +$1.55K +3 New
PWA
936
Principia Wealth Advisory
Texas
$1.45K +$1.55K +3 New
SN
937
Sittner & Nelson
Oregon
$1.45K +$1.55K +3 New
FG
938
Fairman Group
Pennsylvania
$969 -$1.55K -3 -60%
AT
939
Avalon Trust
New Mexico
$969 +$1.03K +2 New
CIA
940
Cape Investment Advisory
Georgia
$969 +$1.03K +2 New
NC
941
NewSquare Capital
Pennsylvania
$969 +$1.03K +2 New
PWM
942
Parkworth Wealth Management
California
$969 +$1.03K +2 New
WW
943
Winnow Wealth
Texas
$679 +$1.03K +2 New
BIM
944
Breakwater Investment Management
Washington
$485
BFPW
945
BOK Financial Private Wealth
Colorado
$485 +$516 +1 New
HWA
946
HHM Wealth Advisors
Tennessee
$485 +$516 +1 New
CAM
947
Chesapeake Asset Management
New York
$484
HWP
948
Highline Wealth Partners
California
$484
AWM
949
Activest Wealth Management
Florida
$484 +$516 +1 New
LCM
950
Logan Capital Management
Pennsylvania
$484 +$516 +1 New

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.