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Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-25
Holders Change %
-2.75%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
96
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$325M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$201M
3
SGA
Sustainable Growth Advisers
Connecticut
+$196M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$137M
5
UBS Group
UBS Group
Switzerland
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$462M
3
GIM
Generation Investment Management
United Kingdom
-$413M
4
Principal Financial Group
Principal Financial Group
Iowa
-$151M
5
Franklin Resources
Franklin Resources
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
PEAK6
951
PEAK6
Illinois
– -$93.9K -224 Closed
APF
952
Alaska Permanent Fund
Alaska
– -$82.1K -195 Closed
HCP
953
Hexagon Capital Partners
Arkansas
– -$70.9K -169 Closed
WF
954
Wayfinding Financial
Washington
– -$55K -131 Closed
WT
955
Washington Trust
Rhode Island
– -$42.4K -101 Closed
CHC
956
City Holding Co
West Virginia
– -$19.3K -46 Closed
RTC
957
Riverview Trust Company
Washington
– -$17.6K -42 Closed
HFM
958
Harvest Fund Management
China
– -$14K -33 Closed
SCB
959
Saudi Central Bank
Saudi Arabia
– -$12.6K -30 Closed
CWM
960
Compass Wealth Management
Connecticut
– -$7.98K -19 Closed
AWM
961
Accredited Wealth Management
Kentucky
– -$7.14K -17 Closed
AT
962
Avalon Trust
New Mexico
– -$7.01K -17 Closed
GFPC
963
Global Financial Private Client
Florida
– -$6.72K -16 Closed
CWC
964
Carolinas Wealth Consulting
North Carolina
– -$5.88K -14 Closed
GWSA
965
Global Wealth Strategies & Associates
Colorado
– -$5.04K -12 Closed
SWA
966
SOA Wealth Advisors
New York
– -$4.2K -10 Closed
BCMLT
967
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$3.36K -8 Closed
BLC
968
Brown, Lisle/Cummings
Rhode Island
– -$3.36K -8 Closed
CVM
969
Cheviot Value Management
California
– -$2.99K -7 Closed
RJA
970
Ross\Johnson & Associates
Minnesota
– -$2.52K -6 Closed
CA
971
Continuum Advisory
Idaho
– -$2.52K -6 Closed
FAM
972
Flaharty Asset Management
Florida
– -$2.52K -6 Closed
WPA
973
West Paces Advisors
Georgia
– -$1.68K -4 Closed
RAM
974
Riggs Asset Management
Pennsylvania
– -$1.68K -4 Closed
WW
975
Winnow Wealth
Texas
– -$868 -3 Closed
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