We are live on ! Find out more

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
TPI
926
Trust Point Inc
Wisconsin
-$266K -657 Closed
WI
927
WrapManager Inc
California
-$266K -657 Closed
BMCM
928
Burns Matteson Capital Management
New York
-$264K -654 Closed
HKIMG
929
Hutchens & Kramer Investment Management Group
Indiana
-$266K -653 Closed
BWM
930
Baron Wealth Management
Michigan
-$264K -652 Closed
LAM
931
Lakewood Asset Management
Illinois
-$263K -651 Closed
DE
932
Diversified Enterprises
Delaware
-$256K -634 Closed
MWM
933
MinichMacGregor Wealth Management
New York
-$255K -630 Closed
OPCM
934
Osborne Partners Capital Management
California
-$253K -625 Closed
CP
935
Castleview Partners
Texas
-$251K -622 Closed
FTWA
936
Fifth Third Wealth Advisors
Ohio
-$248K -614 Closed
TA
937
Tectonic Advisors
Texas
-$245K -605 Closed
GWP
938
Gen-Wealth Partners
Michigan
-$244K -603 Closed
CAM
939
Claret Asset Management
Quebec, Canada
-$240K -593 Closed
MPM
940
MBB Public Markets
Illinois
-$239K -592 Closed
TCBWMS
941
Texas Capital Bank Wealth Management Services
Texas
-$239K -592 Closed
BP
942
Ballentine Partners
Massachusetts
-$238K -589 Closed
CCWM
943
Cassaday & Co Wealth Management
Virginia
-$236K -585 Closed
RCAG
944
Rehmann Capital Advisory Group
Michigan
-$236K -585 Closed
KP
945
Keel Point
Alabama
-$236K -583 Closed
KCP
946
Kera Capital Partners
California
-$236K -583 Closed
LCWP
947
Legacy Capital Wealth Partners
Arkansas
-$235K -582 Closed
MWM
948
Mission Wealth Management
California
-$234K -579 Closed
SWP
949
Sagespring Wealth Partners
Tennessee
-$234K -579 Closed
FFA
950
Florida Financial Advisors
Florida
-$232K -573 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.