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897 hedge funds and large institutions have $29.8B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 375 increasing their positions, 327 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 327

5% more call options, than puts

Call options by funds: $94.3M | Put options by funds: $90.1M

0.14% more ownership

Funds ownership: 95.6%95.74% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

3% less capital invested

Capital invested by funds: $30.8B → $29.8B (-$1.03B)

3% less funds holding

Funds holding: 920897 (-23)

11% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 98

Holders
897
Holders Change
-23
Holders Change %
-2.5%
% of All Funds
11.81%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
87
Increased
375
Reduced
327
Closed
98
Calls
$94.3M
Puts
$90.1M
Net Calls
+$4.24M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.87B +$58.1M +138,834 +1%
BlackRock
2
BlackRock
New York
$3.07B +$336M +804,070 +12%
BAMCO Inc
3
BAMCO Inc
New York
$1.48B -$49.7M -118,848 -3%
State Street
4
State Street
Massachusetts
$1.38B +$40.2M +96,172 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$910M +$37.6M +89,877 +4%
Morgan Stanley
6
Morgan Stanley
New York
$785M -$9.1M -21,742 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$753M -$547M -1,306,392 -41%
Principal Financial Group
8
Principal Financial Group
Iowa
$656M -$157M -374,164 -19%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$511M +$82.5M +197,225 +18%
SGA
10
Sustainable Growth Advisers
Connecticut
$470M +$203M +485,188 +72%
Goldman Sachs
11
Goldman Sachs
New York
$463M +$79.3M +189,437 +20%
JP Morgan Chase
12
JP Morgan Chase
New York
$461M -$43.9M -104,846 -8%
Norges Bank
13
Norges Bank
Norway
$394M +$9.65M +23,068 +2%
Northern Trust
14
Northern Trust
Illinois
$392M -$15.1M -35,988 -4%
Invesco
15
Invesco
Georgia
$368M +$46.6M +111,448 +14%
UBS AM
16
UBS AM
Illinois
$341M +$72.2M +172,481 +26%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$334M -$49.3M -117,854 -12%
Bank of America
18
Bank of America
North Carolina
$323M +$23.5M +56,052 +8%
Polen Capital Management
19
Polen Capital Management
Florida
$315M -$23.6M -56,306 -7%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$312M +$18.5M +44,222 +6%
Bessemer Group
21
Bessemer Group
New Jersey
$299M -$2.06M -4,930 -0.7%
MAM
22
Madison Asset Management
Wisconsin
$284M +$63M +150,623 +27%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$276M +$142M +338,615 +99%
UBS Group
24
UBS Group
Switzerland
$269M +$129M +308,802 +87%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$267M +$7.18M +17,150 +3%

IT Hedge Fund Activity: Q2 2025 in Review

897 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Gartner (IT) for Q2 2025, worth a combined $29.8B — down 3.3% from $30.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of IT and 87 opened new positions — a net loss of 11 holders — while 327 trimmed existing stakes and 375 added.

The largest buyer was BlackRock, adding an estimated $336M. The largest seller was Fidelity Investments, cutting an estimated $547M.

  • 897 institutional investors held Gartner (IT) as of Q2 2025, down from 920 in Q1 2025.
  • Funds reported $29.8B of Gartner stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 87 funds opened new Gartner positions in Q2 2025 and 98 closed out, a net change of -11 holders.
  • The largest Gartner buyer in Q2 2025 was BlackRock, an estimated $336M added.
  • The largest Gartner seller in Q2 2025 was Fidelity Investments, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2025.