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Pegasystems

471 hedge funds and large institutions have $5.81B invested in Pegasystems in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 165 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $10.2M

130% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 40

11% more funds holding

Funds holding: 426471 (+45)

4% more capital invested

Capital invested by funds: $5.58B → $5.81B (+$227M)

0.55% more ownership

Funds ownership: 56.76%57.32% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 166

Holders
471
Holders Change
+45
Holders Change %
+10.56%
% of All Funds
5.73%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
92
Increased
165
Reduced
166
Closed
40
Calls
$26.6M
Puts
$10.2M
Net Calls
+$16.4M
Net Calls Change
+$6.83M
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
226
WCG Wealth Advisors
Nevada
$976K +$957K +16,343 New
State of Tennessee, Department of Treasury
227
State of Tennessee, Department of Treasury
Tennessee
$962K -$55.2K -942 -4%
IQI
228
Integrated Quantitative Investments
Washington
$935K +$124K +2,112 +16%
WS
229
Wedbush Securities
California
$932K +$48.4K +826 +6%
WG
230
Winton Group
United Kingdom
$923K +$905K +15,450 New
Pictet Asset Management
231
Pictet Asset Management
Switzerland
$887K +$53.8K +919 +7%
FPAS
232
Focus Partners Advisor Solutions
Missouri
$846K -$191K -3,260 -19%
SAM
233
Silvercrest Asset Management
New York
$829K -$317K -5,409 -28%
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$828K -$116K -1,977 -12%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$827K -$13.1K -224 -2%
IWC
236
Integrated Wealth Concepts
Massachusetts
$759K -$391K -6,672 -34%
GCA
237
Greenwood Capital Associates
South Carolina
$754K -$59.9K -1,022 -7%
SOW
238
State of Wyoming
Wyoming
$734K +$180K +3,072 +33%
X
239
Xponance
Pennsylvania
$731K -$61.3K -1,047 -8%
OL
240
Odyssean LLC
Connecticut
$727K +$713K +12,175 New
ACA
241
Atlas Capital Advisors
Wyoming
$723K +$709K +12,107 New
PL
242
Perpetual Ltd
Australia
$711K +$166K +2,829 +31%
ACM
243
Aquatic Capital Management
Illinois
$697K +$684K +11,675 New
MML Investors Services
244
MML Investors Services
Massachusetts
$695K +$45.2K +771 +7%
GCM
245
Graham Capital Management
Connecticut
$679K +$666K +11,365 New
NAM
246
NorthCrest Asset Manangement
Minnesota
$669K +$187K +3,196 +39%
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$669K +$206K +3,511 +46%
DT
248
Diversified Trust
Tennessee
$658K +$1.05K +18 +0.2%
PAG
249
Private Advisor Group
New Jersey
$649K -$164K -2,800 -20%
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$640K