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952 hedge funds and large institutions have $35.2B invested in Gartner in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 325 increasing their positions, 343 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 70

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

11% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $20.4M

5% more funds holding

Funds holding: 905952 (+47)

2.54% more ownership

Funds ownership: 91.58%94.12% (+2.5%)

2% less capital invested

Capital invested by funds: $35.8B → $35.2B (-$595M)

5% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 343

Holders
952
Holders Change
+47
Holders Change %
+5.19%
% of All Funds
12.54%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
132
Increased
325
Reduced
343
Closed
70
Calls
$22.8M
Puts
$20.4M
Net Calls
+$2.33M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1001
Northeast Financial Consultants
Connecticut
-$203K -400 Closed
EFG
1002
Ethos Financial Group
Pennsylvania
-$202K -398 Closed
AA
1003
Alta Advisers
United Kingdom
-$152K -300 Closed
Walleye Trading
1004
Walleye Trading
New York
-$83.5K -162 Closed
CPA
1005
Capital Performance Advisors
California
-$76.9K -152 Closed
NC
1006
nVerses Capital
Florida
-$50.7K -100 Closed
ATS
1007
Ashton Thomas Securities
New York
-$43.6K -86 Closed
GSEP
1008
Golden State Equity Partners
California
-$19.8K -39 Closed
CCA
1009
Catalyst Capital Advisors
New York
-$18.8K -37 Closed
BCMLT
1010
Beacon Capital Management LLC (Tennessee)
Tennessee
-$17.7K -35 Closed
PS
1011
Planned Solutions
California
-$16.7K -33 Closed
BWP
1012
Baldwin Wealth Partners
Massachusetts
-$14.7K -29 Closed
KSWA
1013
Kathleen S. Wright Associates
Pennsylvania
-$9.63K -19 Closed
CTC
1014
Cetera Trust Company
Minnesota
-$8.62K -17 Closed
FPF
1015
First Pacific Financial
Washington
-$7.6K -15 Closed
RWM
1016
Reston Wealth Management
Virginia
-$6.59K -13 Closed
CAM
1017
Creekmur Asset Management
Illinois
-$2.03K -4 Closed
CA
1018
Claris Advisors
Missouri
-$1.52K -3 Closed
JIP
1019
Jaffetilchin Investment Partners
Florida
-$1.52K -3 Closed
VAMG
1020
Voisard Asset Management Group
Michigan
-$1.52K -3 Closed
JFG
1021
JDM Financial Group
Texas
-$1.01K -2 Closed
WTFG
1022
Wood Tarver Financial Group
Idaho
+$1.03K +2 New

IT Hedge Fund Activity: Q4 2024 in Review

952 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q4 2024, worth a combined $35.2B — down 1.7% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new IT positions and 70 closed out — a net gain of 62 holders — while 325 added to existing stakes and 343 trimmed.

The largest buyer was BlackRock, adding an estimated $164M. The largest seller was Brown Advisory, cutting an estimated $453M.

  • 952 institutional investors held Gartner (IT) as of Q4 2024, up from 905 in Q3 2024.
  • Funds reported $35.2B of Gartner stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 132 funds opened new Gartner positions in Q4 2024 and 70 closed out, a net change of +62 holders.
  • The largest Gartner buyer in Q4 2024 was BlackRock, an estimated $164M added.
  • The largest Gartner seller in Q4 2024 was Brown Advisory, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2024.