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Gartner
IT

Overview Fund Activity

909 hedge funds and large institutions have $30.3B invested in Gartner in 2025 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 329 increasing their positions, 369 reducing their positions, and 98 closing their positions.

Holders
909
Holders Change
-29
Holders Change %
-3.09%
% of All Funds
12.35%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.18%
New
93
Increased
329
Reduced
369
Closed
98
Calls
$79.1M
Puts
$47.8M
Net Calls
+$31.4M
Net Calls Change
+$29M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$448M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$220M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$220M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
First Trust Advisors
5
First Trust Advisors
Illinois
$150M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$732M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$396M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$825M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.96B 9,433,449 +164,810 +2%
BlackRock
2
BlackRock
New York
$2.85B 6,782,873 +25,344 +0.4%
BAMCO Inc
3
BAMCO Inc
New York
$1.58B 3,771,609 -144,594 -4%
State Street
4
State Street
Massachusetts
$1.39B 3,317,225 -7,259 -0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.33B 3,170,146 +348,024 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$909M 2,168,356 +104,779 +5%
Principal Financial Group
7
Principal Financial Group
Iowa
$839M 1,998,197 -14,602 -0.7%
Morgan Stanley
8
Morgan Stanley
New York
$825M 1,964,551 -200,775 -9%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$732M 1,744,037 -1,033,624 -37%
GIM
10
Generation Investment Management
United Kingdom
$563M 1,341,342 +189,514 +16%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$523M 1,245,563 +211,842 +20%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$448M 1,066,732 +932,077 +692%
Northern Trust
13
Northern Trust
Illinois
$423M 1,006,655 +99,822 +11%
Goldman Sachs
14
Goldman Sachs
New York
$401M 956,223 +82,307 +9%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$396M 944,072 -717,933 -43%
Polen Capital Management
16
Polen Capital Management
Florida
$351M 835,522 -67,168 -7%
Invesco
17
Invesco
Georgia
$336M 799,448 -155,686 -16%
Bessemer Group
18
Bessemer Group
New Jersey
$313M 745,214 -6,998 -0.9%
Franklin Resources
19
Franklin Resources
California
$312M 742,790 -114,849 -13%
Bank of America
20
Bank of America
North Carolina
$312M 742,402 +147,577 +25%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$306M 728,398 -32,194 -4%
AllianceBernstein
22
AllianceBernstein
Tennessee
$290M 691,667 -102,718 -13%
SGA
23
Sustainable Growth Advisers
Connecticut
$284M 676,325 +140,898 +26%
UBS AM
24
UBS AM
Illinois
$281M 670,512 +20,945 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$270M 644,363 -336 -0.1%
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