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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.96B +$81.2M +164,810 +2%
BlackRock
2
BlackRock
New York
$2.85B +$12.5M +25,344 +0.4%
BAMCO Inc
3
BAMCO Inc
New York
$1.58B -$71.3M -144,594 -4%
State Street
4
State Street
Massachusetts
$1.39B -$3.58M -7,259 -0.2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.33B +$172M +348,024 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$909M +$51.6M +104,779 +5%
Principal Financial Group
7
Principal Financial Group
Iowa
$839M -$7.2M -14,602 -0.7%
Morgan Stanley
8
Morgan Stanley
New York
$825M -$98.9M -200,775 -9%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$732M -$509M -1,033,624 -37%
GIM
10
Generation Investment Management
United Kingdom
$563M +$93.4M +189,514 +16%
JP Morgan Chase
11
JP Morgan Chase
New York
$523M +$104M +211,842 +20%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$448M +$459M +932,077 +692%
Northern Trust
13
Northern Trust
Illinois
$423M +$49.2M +99,822 +11%
Goldman Sachs
14
Goldman Sachs
New York
$401M +$40.6M +82,307 +9%
Norges Bank
15
Norges Bank
Norway
$400M +$676K +1,371 +0.1%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$396M -$354M -717,933 -43%
Polen Capital Management
17
Polen Capital Management
Florida
$351M -$33.1M -67,168 -7%
Invesco
18
Invesco
Georgia
$336M -$76.7M -155,686 -16%
Bessemer Group
19
Bessemer Group
New Jersey
$313M -$3.45M -6,998 -0.9%
Franklin Resources
20
Franklin Resources
California
$312M -$56.6M -114,849 -13%
Bank of America
21
Bank of America
North Carolina
$312M +$72.7M +147,577 +25%
Mackenzie Financial
22
Mackenzie Financial
Ontario, Canada
$306M -$15.9M -32,194 -4%
AllianceBernstein
23
AllianceBernstein
Tennessee
$290M -$50.6M -102,718 -13%
SGA
24
Sustainable Growth Advisers
Connecticut
$284M +$69.4M +140,898 +26%
UBS AM
25
UBS AM
Illinois
$281M +$10.3M +20,945 +3%

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.