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Pegasystems

412 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8.49% more ownership

Funds ownership: 102.12%110.6% (+8.5%)

27% less call options, than puts

Call options by funds: $55.9M | Put options by funds: $76.6M

Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$55.9M
Puts
$76.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$411K
NICM
252
Neo Ivy Capital Management
New York
$400K
NFSG
253
Newbridge Financial Services Group
Florida
$380K
MAM
254
Meeder Asset Management
Ohio
$378K
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$377K
DS
256
DRW Securities
Illinois
$376K
SAM
257
Securian Asset Management
Minnesota
$367K
P
258
&Partners
Tennessee
$366K
M&T Bank
259
M&T Bank
New York
$347K
PMAM
260
Picton Mahoney Asset Management
Ontario, Canada
$340K
IWC
261
Integrated Wealth Concepts
Massachusetts
$339K
IQI
262
Integrated Quantitative Investments
Washington
$336K
ORG
263
Optimist Retirement Group
Washington
$334K
FFA
264
Farther Finance Advisors
California
$326K
ULWM
265
Upper Left Wealth Management
Florida
$325K
GC
266
Guggenheim Capital
Illinois
$324K
IPW
267
Impact Partnership Wealth
Georgia
$308K
NAM
268
NorthCrest Asset Manangement
Minnesota
$306K
CFO
269
Callan Family Office
Pennsylvania
$304K
OF
270
Optimize Financial
California
$301K
LA
271
Lindenwold Advisors
Pennsylvania
$287K
Balyasny Asset Management
272
Balyasny Asset Management
Illinois
$287K
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$286K
HighTower Advisors
274
HighTower Advisors
Illinois
$285K
Cambridge Investment Research Advisors
275
Cambridge Investment Research Advisors
Iowa
$282K