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Gartner
IT

Overview Fund Activity

938 hedge funds and large institutions have $35.1B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 319 increasing their positions, 341 reducing their positions, and 70 closing their positions.

Holders
938
Holders Change
+45
Holders Change %
+5.04%
% of All Funds
12.49%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
130
Increased
319
Reduced
341
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$461M
2
MIA
2
Madison Investment Advisors
Wisconsin
$245M
3
Raymond James Financial
3
Raymond James Financial
Florida
$165M
4
BlackRock
4
BlackRock
New York
$3.27B
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$189M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$21.7M
2
Polen Capital Management
2
Polen Capital Management
Florida
$437M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$259M
4
FPP
4
Findlay Park Partners
United Kingdom
$261M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
976
IHT Wealth Management
Illinois
– – -432 Closed
BRWA
977
B. Riley Wealth Advisors
Florida
– – -428 Closed
FRA
978
Frank Rimerman Advisors
California
– – -426 Closed
AWM
979
AE Wealth Management
Kansas
– – -415 Closed
PTP
980
Platform Technology Partners
New York
– – -414 Closed
ANTB
981
AMG National Trust Bank
Colorado
– – -408 Closed
MLL
982
Moody Lynn & Lieberson
Massachusetts
– – -407 Closed
VCM
983
Virtue Capital Management
Tennessee
– – -404 Closed
FW
984
FullCircle Wealth
Texas
– – -403 Closed
NFC
985
Northeast Financial Consultants
Connecticut
– – -400 Closed
MAA
986
Matrix Asset Advisors
New York
– – -400 Closed
CFM
987
Catalyst Funds Management
Australia
– – -400 Closed
EFG
988
Ethos Financial Group
Pennsylvania
– – -398 Closed
AA
989
Alta Advisers
United Kingdom
– – -300 Closed
Walleye Trading
990
Walleye Trading
New York
– – -162 Closed
CPA
991
Capital Performance Advisors
California
– – -152 Closed
NC
992
nVerses Capital
Florida
– – -100 Closed
ATS
993
Ashton Thomas Securities
New York
– – -86 Closed
GSEP
994
Golden State Equity Partners
California
– – -39 Closed
CCA
995
Catalyst Capital Advisors
New York
– – -37 Closed
BCMLT
996
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -35 Closed
PS
997
Planned Solutions
California
– – -33 Closed
BWP
998
Baldwin Wealth Partners
Massachusetts
– – -29 Closed
KSWA
999
Kathleen S. Wright Associates
Pennsylvania
– – -19 Closed
CTC
1000
Cetera Trust Company
Minnesota
– – -17 Closed
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