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897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
926
Everence Capital Management
Indiana
-$936K -2,230 Closed
CIM
927
Contravisory Investment Management
Massachusetts
-$851K -2,028 Closed
DZ Bank
928
DZ Bank
Germany
-$842K -2,006 Closed
BCM
929
Bayesian Capital Management
New York
-$736K -1,753 Closed
CIS
930
Custom Index Systems
New York
-$730K -1,739 Closed
USAA
931
United Services Automobile Association
Texas
-$714K -1,708 Closed
MCC
932
Money Concepts Capital
Florida
-$711K -1,695 Closed
PL
933
Perpetual Ltd
Australia
-$698K -1,662 Closed
AP
934
Advisors Preferred
Maryland
-$670K -1,620 Closed
NW
935
NewEdge Wealth
Pennsylvania
-$654K -1,559 Closed
GCP
936
Garda Capital Partners
Minnesota
-$631K -1,503 Closed
NCM
937
Northwest Capital Management
Oregon
-$556K -1,325 Closed
FC
938
Farringdon Capital
United Kingdom
-$534K -1,272 Closed
CAM
939
Cresset Asset Management
Illinois
-$527K -1,255 Closed
TFS
940
Thoroughbred Financial Services
Tennessee
-$474K -1,130 Closed
AC
941
Allstate Corporation
Illinois
-$474K -1,129 Closed
AWS
942
Atria Wealth Solutions
New York
-$471K -1,123 Closed
UWS
943
Unique Wealth Strategies
Illinois
-$464K -1,104 Closed
DWM
944
Diversify Wealth Management
Utah
-$428K -1,017 Closed
LP
945
LMR Partners
United Kingdom
-$352K -838 Closed
DAS
946
Diversify Advisory Services
Utah
-$347K -825 Closed
SAW
947
Signal Advisors Wealth
Michigan
-$312K -743 Closed
JWM
948
JFG Wealth Management
Colorado
-$269K -642 Closed
AWM
949
Axxcess Wealth Management
California
-$248K -590 Closed
CAAS
950
Capital Asset Advisory Services
Michigan
-$250K -590 Closed

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.