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920 hedge funds and large institutions have $30.8B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 335 increasing their positions, 375 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $79.2M | Put options by funds: $47.8M

1.47% more ownership

Funds ownership: 94.12%95.6% (+1.5%)

3% less funds holding

Funds holding: 952920 (-32)

11% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 375

12% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 101

12% less capital invested

Capital invested by funds: $35.2B → $30.8B (-$4.37B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
920
Holders Change
-32
Holders Change %
-3.36%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.17%
New
89
Increased
335
Reduced
375
Closed
101
Calls
$79.2M
Puts
$47.8M
Net Calls
+$31.5M
Net Calls Change
+$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
976
Wedbush Securities
California
-$218K -450 Closed
BWM
977
Blossom Wealth Management
California
-$217K -447 Closed
AWA
978
Aaron Wealth Advisors
Illinois
-$215K -443 Closed
G
979
GenTrust
Florida
-$215K -443 Closed
WC
980
Whitney & Co
New York
-$214K -442 Closed
DT
981
Diversified Trust
Tennessee
-$212K -438 Closed
F1I
982
Fund 1 Investments
Puerto Rico
-$212K -438 Closed
NG
983
Northstar Group
New York
-$212K -438 Closed
TIAA Trust, National Association
984
TIAA Trust, National Association
North Carolina
-$212K -438 Closed
LAM
985
Longboard Asset Management
Arizona
-$209K -431 Closed
KWA
986
Kingswood Wealth Advisors
California
-$204K -422 Closed
WPW
987
Waldron Private Wealth
Pennsylvania
-$204K -421 Closed
PCP
988
Panoramic Capital Partners
Oregon
-$203K -418 Closed
EFMH
989
E Fund Management (HK)
Hong Kong
-$126K -261 Closed
SOW
990
State of Wyoming
Wyoming
-$125K -259 Closed
T
991
TOBAM
France
-$73K -150 Closed
HC
992
Hurley Capital
New York
-$72.9K -149 Closed
VHAM
993
Van Hulzen Asset Management
California
-$48.4K -100 Closed
PP
994
Pacifica Partners
Canada
-$31.4K -65 Closed
CFGS
995
Concourse Financial Group Securities
Alabama
-$33.6K -64 Closed
CJ
996
Caitlin John
Michigan
-$24.2K -50 Closed
RCM
997
Raleigh Capital Management
North Carolina
-$20.3K -42 Closed
RS
998
Rakuten Securities
Japan
-$19.4K -40 Closed
TPW
999
Talon Private Wealth
Florida
-$16K -33 Closed
CPL
1000
Capital & Planning LLC
Georgia
-$14.5K -30 Closed

IT Hedge Fund Activity: Q1 2025 in Review

920 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q1 2025, worth a combined $30.8B — down 12% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IT and 89 opened new positions — a net loss of 12 holders — while 375 trimmed existing stakes and 335 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $459M. The largest seller was Massachusetts Financial Services, cutting an estimated $509M.

  • 920 institutional investors held Gartner (IT) as of Q1 2025, down from 952 in Q4 2024.
  • Funds reported $30.8B of Gartner stock for Q1 2025, down 12% quarter-over-quarter.
  • 89 funds opened new Gartner positions in Q1 2025 and 101 closed out, a net change of -12 holders.
  • The largest Gartner buyer in Q1 2025 was T. Rowe Price Investment Management, an estimated $459M added.
  • The largest Gartner seller in Q1 2025 was Massachusetts Financial Services, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2025.