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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
KPP
1001
Kings Path Partners
Texas
-$14.5K -30 Closed
SC
1002
Stance Capital
Massachusetts
-$10.7K -22 Closed
EBA
1003
Eagle Bay Advisors
New York
-$7.75K -16 Closed
CAS
1004
Coppell Advisory Solutions
Texas
-$6.8K -14 Closed
PMFA
1005
Plante Moran Financial Advisors
Michigan
-$6.78K -14 Closed
CWP
1006
Concord Wealth Partners
Virginia
-$5.81K -12 Closed
AWM
1007
Avior Wealth Management
Nebraska
-$5.33K -11 Closed
HCM
1008
Hollencrest Capital Management
California
-$5.33K -11 Closed
MDA
1009
Minot DeBlois Advisors
Massachusetts
-$5.33K -11 Closed
RL
1010
Rogco LP
Oklahoma
-$4.84K -10 Closed
AFG
1011
Albion Financial Group
Utah
-$3.88K -8 Closed
TAM
1012
Tucker Asset Management
Colorado
-$3.39K -7 Closed
CFB
1013
Cullen/Frost Bankers
Texas
-$2.42K -5 Closed
NSIM
1014
North Star Investment Management
Illinois
-$1.45K -3 Closed
PWA
1015
Principia Wealth Advisory
Texas
-$1.45K -3 Closed
SN
1016
Sittner & Nelson
Oregon
-$1.45K -3 Closed
FG
1017
Fairman Group
Pennsylvania
-$969 -2 Closed
BFPW
1018
BOK Financial Private Wealth
Colorado
-$485 -1 Closed
CAM
1019
Chesapeake Asset Management
New York
-$484 -1 Closed
HWA
1020
HHM Wealth Advisors
Tennessee
-$485 -1 Closed
SMAM
1021
Sugar Maple Asset Management
Wisconsin
-$484 -1 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.