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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
+$391M
2
Two Sigma Investments
Two Sigma Investments
New York
+$182M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$159M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
5
First Trust Advisors
First Trust Advisors
Illinois
+$131M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$434M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$301M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$88.6M
4
Morgan Stanley
Morgan Stanley
New York
-$84.3M
5
AI
Axiom Investors
Connecticut
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
976
Panoramic Capital Partners
Oregon
– -$203K -418 Closed
EFMH
977
E Fund Management (HK)
Hong Kong
– -$126K -261 Closed
SOW
978
State of Wyoming
Wyoming
– -$125K -259 Closed
T
979
TOBAM
France
– -$73K -150 Closed
HC
980
Hurley Capital
New York
– -$72.9K -149 Closed
VHAM
981
Van Hulzen Asset Management
California
– -$48.4K -100 Closed
PP
982
Pacifica Partners
Canada
– -$31.4K -65 Closed
CFGS
983
Concourse Financial Group Securities
Alabama
– -$33.6K -64 Closed
CJ
984
Caitlin John
Michigan
– -$24.2K -50 Closed
RCM
985
Raleigh Capital Management
North Carolina
– -$20.3K -42 Closed
RS
986
Rakuten Securities
Japan
– -$19.4K -40 Closed
TPW
987
Talon Private Wealth
Florida
– -$16K -33 Closed
KPP
988
Kings Path Partners
Texas
– -$14.5K -30 Closed
CPL
989
Capital & Planning LLC
Georgia
– -$14.5K -30 Closed
SC
990
Stance Capital
Massachusetts
– -$10.7K -22 Closed
EBA
991
Eagle Bay Advisors
New York
– -$7.75K -16 Closed
PMFA
992
Plante Moran Financial Advisors
Michigan
– -$6.78K -14 Closed
CAS
993
Coppell Advisory Solutions
Texas
– -$6.8K -14 Closed
CWP
994
Concord Wealth Partners
Virginia
– -$5.81K -12 Closed
HCM
995
Hollencrest Capital Management
California
– -$5.33K -11 Closed
MDA
996
Minot DeBlois Advisors
Massachusetts
– -$5.33K -11 Closed
AWM
997
Avior Wealth Management
Nebraska
– -$5.33K -11 Closed
RL
998
Rogco LP
Oklahoma
– -$4.85K -10 Closed
AFG
999
Albion Financial Group
Utah
– -$3.88K -8 Closed
CFB
1000
Cullen/Frost Bankers
Texas
– -$2.42K -5 Closed
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