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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMU
976
Lombard Odier Asset Management (USA)
New York
-$432K -853 Closed
LCM
977
Landscape Capital Management
New Jersey
-$422K -833 Closed
MPM
978
MBB Public Markets
Illinois
-$365K -720 Closed
IAS
979
Insigneo Advisory Services
Florida
-$348K -686 Closed
FCI
980
Financial Counselors Inc
Kansas
-$331K -654 Closed
EAM
981
Empirical Asset Management
Massachusetts
-$325K -642 Closed
FPAS
982
Focus Partners Advisor Solutions
Missouri
-$309K -609 Closed
NCFG
983
New Century Financial Group
New Jersey
-$308K -608 Closed
NWA
984
New World Advisors
Massachusetts
-$284K -560 Closed
KWM
985
Kolinsky Wealth Management
New Jersey
-$240K -473 Closed
AC
986
ASB Consultores
Florida
-$239K -472 Closed
Harris Associates
987
Harris Associates
Illinois
-$236K -465 Closed
CW
988
CreativeOne Wealth
Kansas
-$229K -451 Closed
BBW
989
Blue Barn Wealth
Utah
-$225K -444 Closed
IWM
990
IHT Wealth Management
Illinois
-$218K -432 Closed
BRWA
991
B. Riley Wealth Advisors
Florida
-$217K -428 Closed
FRA
992
Frank Rimerman Advisors
California
-$216K -426 Closed
AWM
993
AE Wealth Management
Kansas
-$211K -415 Closed
PTP
994
Platform Technology Partners
New York
-$210K -414 Closed
ANTB
995
AMG National Trust Bank
Colorado
-$207K -408 Closed
MLL
996
Moody Lynn & Lieberson
Massachusetts
-$206K -407 Closed
VCM
997
Virtue Capital Management
Tennessee
-$205K -404 Closed
FW
998
FullCircle Wealth
Texas
-$207K -403 Closed
CFM
999
Catalyst Funds Management
Australia
-$203K -400 Closed
MAA
1000
Matrix Asset Advisors
New York
-$203K -400 Closed

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.