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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 %
PEAK6
951
PEAK6
Illinois
– – -224 Closed
APF
952
Alaska Permanent Fund
Alaska
– – -195 Closed
HCP
953
Hexagon Capital Partners
Arkansas
– – -169 Closed
WF
954
Wayfinding Financial
Washington
– – -131 Closed
WT
955
Washington Trust
Rhode Island
– – -101 Closed
CHC
956
City Holding Co
West Virginia
– – -46 Closed
RTC
957
Riverview Trust Company
Washington
– – -42 Closed
HFM
958
Harvest Fund Management
China
– – -33 Closed
SCB
959
Saudi Central Bank
Saudi Arabia
– – -30 Closed
CWM
960
Compass Wealth Management
Connecticut
– – -19 Closed
AWM
961
Accredited Wealth Management
Kentucky
– – -17 Closed
AT
962
Avalon Trust
New Mexico
– – -17 Closed
GFPC
963
Global Financial Private Client
Florida
– – -16 Closed
CWC
964
Carolinas Wealth Consulting
North Carolina
– – -14 Closed
GWSA
965
Global Wealth Strategies & Associates
Colorado
– – -12 Closed
SWA
966
SOA Wealth Advisors
New York
– – -10 Closed
BLC
967
Brown, Lisle/Cummings
Rhode Island
– – -8 Closed
BCMLT
968
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -8 Closed
CVM
969
Cheviot Value Management
California
– – -7 Closed
CA
970
Continuum Advisory
Idaho
– – -6 Closed
FAM
971
Flaharty Asset Management
Florida
– – -6 Closed
RJA
972
Ross\Johnson & Associates
Minnesota
– – -6 Closed
WPA
973
West Paces Advisors
Georgia
– – -4 Closed
RAM
974
Riggs Asset Management
Pennsylvania
– – -4 Closed
BT
975
Banque Transatlantique
France
– – -3 Closed
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