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Pegasystems
PEGA

426 hedge funds and large institutions have $5.58B invested in Pegasystems in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $10.5M

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

20% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 135

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $5.12B → $5.58B (+$461M)

3% more funds holding

Funds holding: 415 → 426 (+11)

53.84% less ownership

Funds ownership: 110.6% → 56.76% (-54%)

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
162
Reduced
135
Closed
62
Calls
$20.1M
Puts
$10.5M
Net Calls
+$9.55M
Net Calls Change
+$30.3M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$87M
2
NPCM
North Peak Capital Management
New York
+$71.1M
3
American Century Companies
American Century Companies
Missouri
+$68.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$51.6M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$45.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$80.2M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$45.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$35.6M
4
Squarepoint
Squarepoint
New York
-$25.4M
5
Morgan Stanley
Morgan Stanley
New York
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$442K -$26.4K -480 -6%
PCP
252
Perbak Capital Partners
United Kingdom
$434K +$416K +7,548 New
Prudential Financial
253
Prudential Financial
New Jersey
$429K -$48.2K -875 -10%
BMCM
254
Burns Matteson Capital Management
New York
$427K +$409K +7,427 New
IPW
255
Impact Partnership Wealth
Georgia
$399K +$69.4K +1,260 +22%
SAM
256
Securian Asset Management
Minnesota
$398K +$7.16K +130 +2%
AT
257
American Trust
Kentucky
$375K +$359K +6,520 New
HighTower Advisors
258
HighTower Advisors
Illinois
$363K +$58.2K +1,057 +20%
ORG
259
Optimist Retirement Group
Washington
$356K +$1.38K +25 +0.4%
SA
260
Sanctuary Advisors
Indiana
$347K -$8.43K -153 -2%
ULWM
261
Upper Left Wealth Management
Florida
$345K – – –
GC
262
Guggenheim Capital
Illinois
$343K -$716 -13 -0.2%
VIM
263
Vinva Investment Management
Australia
$333K -$490K -8,894 -70%
M&T Bank
264
M&T Bank
New York
$332K -$34.5K -627 -10%
CFO
265
Callan Family Office
Pennsylvania
$320K -$3.14K -57 -1%
IA
266
IFP Advisors
Florida
$313K +$118K +2,135 +65%
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$313K +$300K +5,441 New
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$311K +$11.8K +215 +4%
LA
269
Lindenwold Advisors
Pennsylvania
$308K +$2.92K +53 +1%
FSC
270
Full Sail Capital
Oklahoma
$306K +$79.8K +1,448 +37%
CWM
271
Calamos Wealth Management
Illinois
$306K +$293K +5,314 New
SCP
272
Sivia Capital Partners
California
$305K +$43.1K +782 +17%
Balyasny Asset Management
273
Balyasny Asset Management
Illinois
$305K – – –
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$304K – – –
TRCT
275
Tower Research Capital (TRC)
New York
$297K -$252K -4,581 -47%
9 10
11
12 13

PEGA Hedge Fund Activity: Q3 2025 in Review

426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q3 2025, worth a combined $5.58B — up 9% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PEGA positions and 62 closed out — a net gain of 17 holders — while 162 added to existing stakes and 135 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $87M. The largest seller was Capital Research Global Investors, cutting an estimated $80.2M.

  • 426 institutional investors held Pegasystems (PEGA) as of Q3 2025, up from 415 in Q2 2025.
  • Funds reported $5.58B of Pegasystems stock for Q3 2025, up 9% quarter-over-quarter.
  • 79 funds opened new Pegasystems positions in Q3 2025 and 62 closed out, a net change of +17 holders.
  • The largest Pegasystems buyer in Q3 2025 was Hood River Capital Management, an estimated $87M added.
  • The largest Pegasystems seller in Q3 2025 was Capital Research Global Investors, an estimated $80.2M sold.

Based on aggregated 13F filings for Q3 2025.