We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.49B +$52M +100,917 +1%
BlackRock
2
BlackRock
New York
$3.27B +$164M +318,333 +5%
BAMCO Inc
3
BAMCO Inc
New York
$1.9B -$54.7M -106,181 -3%
State Street
4
State Street
Massachusetts
$1.61B +$34.6M +67,129 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.37B +$115M +223,087 +9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.35B -$54.5M -105,705 -4%
Morgan Stanley
7
Morgan Stanley
New York
$1.05B -$782K -1,516 -0.1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$998M +$23.3M +45,219 +2%
Principal Financial Group
9
Principal Financial Group
Iowa
$975M +$6.01M +11,657 +0.6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$805M +$96.8M +187,854 +13%
GIM
11
Generation Investment Management
United Kingdom
$558M -$32.5M -63,041 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$501M -$1.45M -2,809 -0.3%
Invesco
13
Invesco
Georgia
$463M +$31.1M +60,306 +7%
Norges Bank
14
Norges Bank
Norway
$461M +$11.4M +22,029 +2%
Northern Trust
15
Northern Trust
Illinois
$439M +$45.8M +88,800 +11%
Polen Capital Management
16
Polen Capital Management
Florida
$437M -$292M -566,700 -39%
Goldman Sachs
17
Goldman Sachs
New York
$423M +$60M +116,378 +15%
Franklin Resources
18
Franklin Resources
California
$416M +$28.9M +56,050 +7%
AllianceBernstein
19
AllianceBernstein
Tennessee
$385M -$2.94M -5,698 -0.7%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$368M -$32.1M -62,309 -8%
Bessemer Group
21
Bessemer Group
New Jersey
$364M -$3M -5,816 -0.8%
UBS AM
22
UBS AM
Illinois
$315M +$38.4M +74,422 +13%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$312M +$14.4M +27,996 +5%
Legal & General Group
24
Legal & General Group
United Kingdom
$289M -$7.33M -14,216 -2%
Bank of America
25
Bank of America
North Carolina
$288M -$49.3M -95,626 -14%

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.