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Pegasystems
PEGA

Overview Fund Activity

326 hedge funds and large institutions have $3.05B invested in Pegasystems in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 129 increasing their positions, 82 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+8
Holders Change %
+2.52%
% of All Funds
4.43%
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
82
Closed
68
Calls
$6.62M
Puts
$7.2M
Net Calls
-$584K
Net Calls Change
-$12.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$151M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$68.2M
3
Squarepoint
Squarepoint
New York
+$33.5M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$30.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$75.9M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$56.1M
3
Invesco
Invesco
Georgia
-$37.6M
4
BCM
Bares Capital Management
Texas
-$25M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$8K +$793 +22 +11%
Walleye Capital
277
Walleye Capital
New York
$7.86K +$7.86K +226 New
AP
278
Aspect Partners
Virginia
$7.6K – – –
SFG
279
Stonebridge Financial Group
Pennsylvania
$7.23K – – –
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$6.95K +$6.67K +192 +2,400%
WA
281
WPG Advisers
Maryland
$6.74K -$19.5K -560 -74%
HNB
282
Huntington National Bank
Ohio
$6.26K +$6.19K +178 +8,900%
AF
283
Allworth Financial
California
$5.85K +$3.11K +68 +113%
LI
284
LRI Investments
Florida
$5.45K – – –
BIA
285
Bell Investment Advisors
California
$5.35K – – –
CAL
286
Capital Advisors Ltd
Ohio
$5K – – –
GWM
287
Geneos Wealth Management
Colorado
$4.87K +$3.62K +104 +289%
CT
288
Colonial Trust
South Carolina
$4.73K +$2.16K +62 +84%
HWM
289
Hemington Wealth Management
Virginia
$4K +$621 +18 +18%
MTIC
290
Missouri Trust & Investment Company
Missouri
$3.62K – – –
HPC
291
HM Payson & Co
Maine
$3.48K – – –
HWA
292
HHM Wealth Advisors
Tennessee
$3.48K +$3.48K +100 New
CTWM
293
Cherry Tree Wealth Management
Minnesota
$3.34K – – –
HCP
294
Hexagon Capital Partners
Arkansas
$3.2K -$904 -26 -22%
SIS
295
Sound Income Strategies
Florida
$2.85K – – –
PWMG
296
Private Wealth Management Group
New Jersey
$2.57K – – –
RIL
297
Rothschild Investment LLC
Illinois
$2.09K – – –
S
298
Sachetta
Massachusetts
$2.02K – – –
CJH
299
Christopher J. Hasenberg
Wisconsin
$1.91K +$1.91K +54 New
IRC
300
Investors Research Corp
Georgia
$1.74K +$1.74K +50 New
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