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793 hedge funds and large institutions have $18.9B invested in Gartner in 2025 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 255 increasing their positions, 315 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $70.9M

0.47% less ownership

Funds ownership: 95.74%95.27% (-0.47%)

12% less funds holding

Funds holding: 897793 (-104)

19% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 315

36% less capital invested

Capital invested by funds: $29.8B → $18.9B (-$10.8B)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

41% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 220

Holders
793
Holders Change
-104
Holders Change %
-11.59%
% of All Funds
10.41%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.11%
New
130
Increased
255
Reduced
315
Closed
220
Calls
$81.5M
Puts
$70.9M
Net Calls
+$10.7M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
976
Hennessy Advisors Inc
California
-$98.2K -243 Closed
OWA
977
Opal Wealth Advisors
New York
-$50.5K -125 Closed
OCM
978
Osterweis Capital Management
California
-$48.1K -119 Closed
PC
979
Promus Capital
Illinois
-$47.7K -118 Closed
CWP
980
Clark Wealth Partners
Illinois
-$36.4K -90 Closed
TCM
981
Tradewinds Capital Management
Washington
-$28.3K -70 Closed
BC
982
Bayforest Capital
United Kingdom
-$25.1K -62 Closed
BOJHT
983
Bank of Jackson Hole Trust
Wyoming
-$19.8K -49 Closed
MYIA
984
Mount Yale Investment Advisors
Colorado
-$19.8K -49 Closed
NC
985
NewSquare Capital
Pennsylvania
-$17.4K -43 Closed
CSP
986
Cary Street Partners
Virginia
-$13.7K -34 Closed
GC
987
GFG Capital
Florida
-$12.1K -30 Closed
PFG
988
Putney Financial Group
California
-$12.1K -30 Closed
GEA
989
Glen Eagle Advisors
New Jersey
-$9.3K -23 Closed
WA
990
Whipplewood Advisors
Colorado
-$9.3K -23 Closed
GC
991
Garde Capital
Washington
-$8.09K -20 Closed
WIM
992
Westside Investment Management
California
-$6.51K -16 Closed
PW
993
Pandora Wealth
Illinois
-$5.25K -13 Closed
CWA
994
Carolina Wealth Advisors
South Carolina
-$4.45K -11 Closed
SO
995
Sierra Ocean
California
-$4.45K -11 Closed
AS
996
Altshuler Shaham
Israel
-$4.04K -10 Closed
LFA
997
LGT Financial Advisors
Texas
-$4.04K -10 Closed
AAS
998
Ameritas Advisory Services
Nebraska
-$3.64K -9 Closed
BI
999
Binnacle Investments
Iowa
-$3.23K -8 Closed
KIM
1000
Kestra Investment Management
Texas
-$3.36K -8 Closed

IT Hedge Fund Activity: Q3 2025 in Review

793 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q3 2025, worth a combined $18.9B — down 36% from $29.8B a quarter earlier.

Sellers outnumbered buyers: 220 funds closed out of IT and 130 opened new positions — a net loss of 90 holders — while 315 trimmed existing stakes and 255 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $932M. The largest seller was Principal Financial Group, cutting an estimated $445M.

  • 793 institutional investors held Gartner (IT) as of Q3 2025, down from 897 in Q2 2025.
  • Funds reported $18.9B of Gartner stock for Q3 2025, down 36% quarter-over-quarter.
  • 130 funds opened new Gartner positions in Q3 2025 and 220 closed out, a net change of -90 holders.
  • The largest Gartner buyer in Q3 2025 was Independent Franchise Partners, an estimated $932M added.
  • The largest Gartner seller in Q3 2025 was Principal Financial Group, an estimated $445M sold.

Based on aggregated 13F filings for Q3 2025.