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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
GI
251
GAMMA Investing
California
$41.6K +$17.8K +402 +51%
S
252
SignatureFD
Georgia
$38.3K -$2.04K -46 -4%
SS
253
SBI Securities
Japan
$38.2K +$28.3K +640 +140%
CI Investments Inc
254
CI Investments Inc
Ontario, Canada
$37K +$4.69K +106 +11%
CI
255
CX Institutional
Indiana
$36K +$45.2K +1,022 New
Fuller & Thaler Asset Management
256
Fuller & Thaler Asset Management
California
$35.7K -$71.4M -1,614,316 -100%
LC
257
Lindbrook Capital
California
$32.5K +$19.5K +440 +89%
QC
258
Quent Capital
New York
$32.1K -$23.3K -526 -36%
SAM
259
Smartleaf Asset Management
Massachusetts
$31.4K -$134K -3,024 -77%
EWA
260
EverSource Wealth Advisors
Alabama
$28.5K +$7.7K +174 +27%
TWD
261
True Wealth Design
Ohio
$26.4K +$354 +8 +1%
PS
262
Principal Securities
Iowa
$25.9K
QCG
263
Quadrant Capital Group
Ohio
$24.7K -$619 -14 -2%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$23.1K +$9.73K +220 +42%
MCM
265
MAI Capital Management
Ohio
$21.6K -$3.63K -82 -12%
MG
266
Mather Group
Illinois
$19.7K
UB
267
UMB Bank
Missouri
$19.5K
TC
268
Truvestments Capital
Florida
$18.6K +$23.7K +536 New
AAP
269
Arax Advisory Partners
Colorado
$14.7K -$21.4K -484 -53%
PP
270
PFS Partners
New Jersey
$13.9K
PTC
271
Private Trust Company
Ohio
$12.5K
BIG
272
Brooklyn Investment Group
New York
$12K +$1.42K +32 +10%
FHA
273
First Horizon Advisors
Tennessee
$11.7K +$14.9K +336 New
PFBT
274
Parkside Financial Bank & Trust
Missouri
$10.6K
SWM
275
Spire Wealth Management
Virginia
$10.5K +$13.4K +302 New

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.