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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
IRC
301
Investors Research Corp
Georgia
$1.74K +$2.21K +50 New
TRCT
302
Tower Research Capital (TRC)
New York
$1.64K -$518K -11,702 -100%
CFD
303
Creative Financial Designs
Indiana
$1.46K +$1.86K +42 New
MWA
304
Medallion Wealth Advisors
Connecticut
$1.41K
SC
305
SouthState Corp
Florida
$1.39K +$1.77K +40 New
BTI
306
Blue Trust Inc
Georgia
$1.32K
RJA
307
Ross\Johnson & Associates
Minnesota
$1.25K +$1.59K +36 New
WTC
308
WhitTier Trust Company
Nevada
$1.25K +$1.59K +36 New
PMAM
309
Picton Mahoney Asset Management
Ontario, Canada
$1K -$263K -5,950 -99%
JWA
310
JFS Wealth Advisors
Pennsylvania
$974 -$442 -10 -26%
CA
311
Continuum Advisory
Idaho
$973 +$1.24K +28 New
CFO
312
CVA Family Office
Colorado
$973 +$1.24K +28 New
WAG
313
Wiser Advisor Group
Arizona
$904 +$1.15K +26 New
PPC
314
Park Place Capital
Alabama
$765 +$973 +22 New
BI
315
Binnacle Investments
Iowa
$556 +$708 +16 New
SIC
316
SJS Investment Consulting
Ohio
$418 -$177 -4 -25%
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$418
GFPC
318
Global Financial Private Client
Florida
$348 +$265 +6 +150%
ADL
319
Asset Dedication LLC
California
$348 +$442 +10 New
ACA
320
American Capital Advisory
Idaho
$279 +$354 +8 New
MCM
321
MV Capital Management
Maryland
$209 +$88 +2 +50%
RS
322
Rakuten Securities
Japan
$139 +$177 +4 New
PWA
323
Principia Wealth Advisory
Texas
$71 +$88 +2 New
Citadel Advisors
324
Citadel Advisors
Florida
$70 -$18.7M -422,166 -100%
PWM
325
Parkworth Wealth Management
California
$70

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.