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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
AWM
951
Adams Wealth Management
Utah
-$231K -572 Closed
CI
952
CacheTech Inc
Utah
-$231K -572 Closed
SOW
953
State of Wyoming
Wyoming
-$231K -571 Closed
PCIA
954
Prime Capital Investment Advisors
Kansas
-$227K -560 Closed
OC
955
Oarsman Capital
Wisconsin
-$226K -559 Closed
Envestnet Portfolio Solutions
956
Envestnet Portfolio Solutions
Illinois
-$224K -555 Closed
FFG
957
Fortem Financial Group
California
-$224K -554 Closed
CSPIA
958
Cary Street Partners Investment Advisory
Virginia
-$221K -547 Closed
PWPS
959
Pinnacle Wealth Planning Services
Ohio
-$218K -539 Closed
DOA
960
D'Orazio & Associates
Virginia
-$217K -538 Closed
OCBCO
961
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$215K -532 Closed
Jacobs Levy Equity Management
962
Jacobs Levy Equity Management
New Jersey
-$214K -530 Closed
PFM
963
Patton Fund Management
Texas
-$214K -529 Closed
JJBC
964
James J. Burns & Company
New York
-$213K -527 Closed
FMLI
965
Fukoku Mutual Life Insurance
Japan
-$210K -520 Closed
HCM
966
Howard Capital Management
Georgia
-$210K -520 Closed
CPA
967
Court Place Advisors
Maryland
-$210K -519 Closed
BIM
968
Bridges Investment Management
Nebraska
-$209K -517 Closed
OAM
969
Oxford Asset Management
United Kingdom
-$207K -512 Closed
CIA
970
Concurrent Investment Advisors
Florida
-$204K -504 Closed
AIFAIM
971
American Institute for Advanced Investment Management
Arizona
-$202K -500 Closed
TWM
972
Tradition Wealth Management
Minnesota
-$201K -498 Closed
QL
973
Quarry LP
New York
-$165K -408 Closed
BOTPPF
974
Board of the Pension Protection Fund
United Kingdom
-$162K -400 Closed
GM
975
GeoWealth Management
Illinois
-$103K -256 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.