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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 %
TRCT
301
Tower Research Capital (TRC)
New York
$1.64K -$400K -11,702 -100%
CFD
302
Creative Financial Designs
Indiana
$1.46K +$1.46K +42 New
SC
303
SouthState Corp
Florida
$1.39K +$1.39K +40 New
BTI
304
Blue Trust Inc
Georgia
$1.32K – – –
RJA
305
Ross\Johnson & Associates
Minnesota
$1.25K +$1.25K +36 New
WTC
306
WhitTier Trust Company
Nevada
$1.25K +$1.25K +36 New
PMAM
307
Picton Mahoney Asset Management
Ontario, Canada
$1K -$175K -5,950 -99%
JWA
308
JFS Wealth Advisors
Pennsylvania
$974 -$348 -10 -26%
CFO
309
CVA Family Office
Colorado
$973 +$973 +28 New
CA
310
Continuum Advisory
Idaho
$973 +$973 +28 New
WAG
311
Wiser Advisor Group
Arizona
$904 +$904 +26 New
PPC
312
Park Place Capital
Alabama
$765 +$765 +22 New
BI
313
Binnacle Investments
Iowa
$556 +$556 +16 New
SIC
314
SJS Investment Consulting
Ohio
$418 -$139 -4 -25%
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$418 – – –
GFPC
316
Global Financial Private Client
Florida
$348 +$209 +6 +150%
ADL
317
Asset Dedication LLC
California
$348 +$348 +10 New
ACA
318
American Capital Advisory
Idaho
$279 +$279 +8 New
MCM
319
MV Capital Management
Maryland
$209 +$70 +2 +50%
RS
320
Rakuten Securities
Japan
$139 +$139 +4 New
PWA
321
Principia Wealth Advisory
Texas
$71 +$71 +2 New
Citadel Advisors
322
Citadel Advisors
Florida
$70 -$14.8M -422,166 -100%
PWM
323
Parkworth Wealth Management
California
$70 – – –
TFM
324
TFC Financial Management
Massachusetts
$70 +$70 +2 New
BHWM
325
Bay Harbor Wealth Management
Maryland
$69 +$69 +2 New
11 12
13
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