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Gartner
IT

Overview Fund Activity

883 hedge funds and large institutions have $29.7B invested in Gartner in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 371 increasing their positions, 321 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
883
Holders Change
-26
Holders Change %
-2.86%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
88
Increased
371
Reduced
321
Closed
97
Calls
$94.2M
Puts
$90.1M
Net Calls
+$4.12M
Net Calls Change
-$27.2M

Top Buyers

1
BlackRock
BlackRock
New York
$3.07B
2
AQR Capital Management
AQR Capital Management
Connecticut
$267M
3
SGA
Sustainable Growth Advisers
Connecticut
$470M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$276M
5
UBS Group
UBS Group
Switzerland
$269M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$753M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$243M
3
GIM
Generation Investment Management
United Kingdom
$129M
4
Principal Financial Group
Principal Financial Group
Iowa
$656M
5
Franklin Resources
Franklin Resources
California
$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.87B +$56.1M +138,834 +1%
BlackRock
2
BlackRock
New York
$3.07B +$325M +804,070 +12%
BAMCO Inc
3
BAMCO Inc
New York
$1.48B -$48M -118,848 -3%
State Street
4
State Street
Massachusetts
$1.38B +$38.9M +96,172 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$910M +$36.2M +89,877 +4%
Morgan Stanley
6
Morgan Stanley
New York
$785M -$8.79M -21,742 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$753M -$528M -1,306,392 -41%
Principal Financial Group
8
Principal Financial Group
Iowa
$656M -$151M -374,164 -19%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$511M +$79.7M +197,225 +18%
SGA
10
Sustainable Growth Advisers
Connecticut
$470M +$196M +485,188 +72%
Goldman Sachs
11
Goldman Sachs
New York
$463M +$76.6M +189,437 +20%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$461M -$42.4M -104,846 -8%
Norges Bank
13
Norges Bank
Norway
$394M +$394M +975,046 New
Northern Trust
14
Northern Trust
Illinois
$392M -$14.5M -35,988 -4%
Invesco
15
Invesco
Georgia
$368M +$45M +111,448 +14%
UBS AM
16
UBS AM
Illinois
$341M +$69.7M +172,481 +26%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$334M -$47.6M -117,854 -12%
Bank of America
18
Bank of America
North Carolina
$323M +$22.7M +56,052 +8%
Polen Capital Management
19
Polen Capital Management
Florida
$315M -$22.8M -56,306 -7%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$312M +$17.9M +44,222 +6%
Bessemer Group
21
Bessemer Group
New Jersey
$299M -$1.99M -4,930 -0.7%
MAM
22
Madison Asset Management
Wisconsin
$284M +$60.9M +150,623 +27%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$276M +$137M +338,615 +99%
UBS Group
24
UBS Group
Switzerland
$269M +$125M +308,802 +87%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$267M +$6.93M +17,150 +3%
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