We are live on ! Find out more

897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
976
Compass Wealth Management
Connecticut
-$7.98K -19 Closed
AWM
977
Accredited Wealth Management
Kentucky
-$7.14K -17 Closed
AT
978
Avalon Trust
New Mexico
-$7.01K -17 Closed
GFPC
979
Global Financial Private Client
Florida
-$6.72K -16 Closed
CWC
980
Carolinas Wealth Consulting
North Carolina
-$5.88K -14 Closed
GWSA
981
Global Wealth Strategies & Associates
Colorado
-$5.04K -12 Closed
SWA
982
SOA Wealth Advisors
New York
-$4.2K -10 Closed
BCMLT
983
Beacon Capital Management LLC (Tennessee)
Tennessee
-$3.36K -8 Closed
BLC
984
Brown, Lisle/Cummings
Rhode Island
-$3.36K -8 Closed
CVM
985
Cheviot Value Management
California
-$2.99K -7 Closed
CA
986
Continuum Advisory
Idaho
-$2.52K -6 Closed
FAM
987
Flaharty Asset Management
Florida
-$2.52K -6 Closed
RJA
988
Ross\Johnson & Associates
Minnesota
-$2.52K -6 Closed
RAM
989
Riggs Asset Management
Pennsylvania
-$1.68K -4 Closed
WPA
990
West Paces Advisors
Georgia
-$1.68K -4 Closed
WW
991
Winnow Wealth
Texas
-$868 -3 Closed
CIA
992
Cape Investment Advisory
Georgia
-$839 -2 Closed
PWAM
993
Private Wealth Asset Management
Iowa
-$839 -2 Closed
BCM
994
Blume Capital Management
California
-$420 -1 Closed

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.