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Pegasystems

328 hedge funds and large institutions have $3.09B invested in Pegasystems in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 129 increasing their positions, 83 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 83

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

4.67% more ownership

Funds ownership: 98.91%103.58% (+4.7%)

2% more funds holding

Funds holding: 321328 (+7)

8% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $7.2M

22% less capital invested

Capital invested by funds: $3.95B → $3.09B (-$862M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
4.4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
83
Increased
129
Reduced
83
Closed
71
Calls
$6.62M
Puts
$7.2M
Net Calls
-$584K
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Blueshift Asset Management
New Jersey
$203K +$258K +5,836 New
Walleye Trading
227
Walleye Trading
New York
$182K +$232K +5,236 New
FIA
228
FNY Investment Advisers
New York
$175K +$224K +5,060 New
A
229
AlphaQuest
New York
$138K -$153K -3,468 -47%
KBC Group
230
KBC Group
Belgium
$125K +$1.06K +24 +0.7%
Asset Management One
231
Asset Management One
Japan
$99.6K +$52.3K +1,182 +70%
C
232
Covestor
United Kingdom
$90K -$16.9K -382 -13%
Simplex Trading
233
Simplex Trading
Illinois
$86K -$82.4K -1,864 -43%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$85.8K
CCM
235
Coldstream Capital Management
Washington
$83.4K +$106K +2,400 New
CIAM
236
Caitong International Asset Management
Hong Kong
$80.5K +$102K +2,316 New
Jones Financial Companies
237
Jones Financial Companies
Missouri
$79.9K +$72K +1,628 +243%
PA
238
Parallel Advisors
California
$68.4K -$619 -14 -0.7%
IA
239
IFP Advisors
Florida
$67.1K +$83.4K +1,886 +4,286%
NAAA
240
New Age Alpha Advisors
New York
$66.7K +$84.9K +1,920 New
DZ Bank
241
DZ Bank
Germany
$64.2K +$81.7K +1,848 New
VI
242
Vestcor Inc
New Brunswick, Canada
$63K +$79.6K +1,800 New
CIM
243
Contravisory Investment Management
Massachusetts
$58.4K -$307K -6,938 -81%
HT
244
Headlands Technologies
Illinois
$57.1K +$72.7K +1,644 New
CF
245
Corebridge Financial
Texas
$55K -$2.74K -62 -4%
FMP
246
Financial Management Professionals
Texas
$49.9K -$5.48K -124 -8%
SPIA
247
Steward Partners Investment Advisory
New York
$48.7K
ACM
248
Aster Capital Management
United Arab Emirates
$47.2K +$53.2K +1,202 New
CA
249
Clearstead Advisors
Ohio
$44.3K +$28.7K +648 +104%
VCM
250
Versant Capital Management
Arizona
$42.7K +$2.74K +62 +5%

PEGA Hedge Fund Activity: Q1 2025 in Review

328 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q1 2025, worth a combined $3.09B — down 22% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PEGA positions and 71 closed out — a net gain of 12 holders — while 129 added to existing stakes and 83 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $192M. The largest seller was Capital Research Global Investors, cutting an estimated $96.6M.

  • 328 institutional investors held Pegasystems (PEGA) as of Q1 2025, up from 321 in Q4 2024.
  • Funds reported $3.09B of Pegasystems stock for Q1 2025, down 22% quarter-over-quarter.
  • 83 funds opened new Pegasystems positions in Q1 2025 and 71 closed out, a net change of +12 holders.
  • The largest Pegasystems buyer in Q1 2025 was Massachusetts Financial Services, an estimated $192M added.
  • The largest Pegasystems seller in Q1 2025 was Capital Research Global Investors, an estimated $96.6M sold.

Based on aggregated 13F filings for Q1 2025.