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Gartner
IT

Overview Fund Activity

909 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
-30
Holders Change %
-3.19%
% of All Funds
12.35%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
92
Increased
330
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$448M
2
Two Sigma Investments
Two Sigma Investments
New York
$220M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$220M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
5
First Trust Advisors
First Trust Advisors
Illinois
$150M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$732M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$396M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
Morgan Stanley
Morgan Stanley
New York
$825M
5
AI
Axiom Investors
Connecticut
$57M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
951
Summit Creek Advisors
Minnesota
– -$282K -583 Closed
OFS
952
OneAscent Financial Services
Alabama
– -$251K -518 Closed
CPIG
953
Chicago Partners Investment Group
Illinois
– -$253K -511 Closed
CSA
954
Cornerstone Select Advisors
Missouri
– -$247K -510 Closed
MWM
955
MGB Wealth Management
Texas
– -$247K -509 Closed
AUB
956
Atlantic Union Bankshares
Virginia
– -$231K -476 Closed
CAM
957
Claret Asset Management
Quebec, Canada
– -$229K -472 Closed
SB
958
Strategic Blueprint
Georgia
– -$228K -471 Closed
WFA
959
Wellspring Financial Advisors
Ohio
– -$223K -460 Closed
CCWM
960
Cassaday & Co Wealth Management
Virginia
– -$223K -460 Closed
EWA
961
Exencial Wealth Advisors
Oklahoma
– -$221K -457 Closed
LPT
962
Legacy Private Trust
Wisconsin
– -$220K -455 Closed
HCM
963
Howard Capital Management
Georgia
– -$219K -452 Closed
WS
964
Wedbush Securities
California
– -$218K -450 Closed
BWM
965
Blossom Wealth Management
California
– -$217K -447 Closed
G
966
GenTrust
Florida
– -$215K -443 Closed
AWA
967
Aaron Wealth Advisors
Illinois
– -$215K -443 Closed
WC
968
Whitney & Co
New York
– -$214K -442 Closed
DT
969
Diversified Trust
Tennessee
– -$212K -438 Closed
NG
970
Northstar Group
New York
– -$212K -438 Closed
F1I
971
Fund 1 Investments
Puerto Rico
– -$212K -438 Closed
TIAA Trust, National Association
972
TIAA Trust, National Association
North Carolina
– -$212K -438 Closed
LAM
973
Longboard Asset Management
Arizona
– -$209K -431 Closed
KWA
974
Kingswood Wealth Advisors
California
– -$204K -422 Closed
WPW
975
Waldron Private Wealth
Pennsylvania
– -$204K -421 Closed
37 38
39
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