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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
TFM
326
TFC Financial Management
Massachusetts
$70 +$88 +2 New
BHWM
327
Bay Harbor Wealth Management
Maryland
$69 +$88 +2 New
GIPM
328
G2 Investment Partners Management
New York
-$12.8M -274,970 Closed
NCGI
329
Next Century Growth Investors
Minnesota
-$10.9M -232,878 Closed
Renaissance Technologies
330
Renaissance Technologies
New York
-$8.95M -192,048 Closed
CM
331
Crestline Management
Texas
-$6.39M -137,046 Closed
HCM
332
Hodges Capital Management
Texas
-$4.77M -102,390 Closed
DB
333
Danske Bank
Denmark
-$4.71M -101,180 Closed
EI
334
EAM Investors
California
-$4.67M -100,250 Closed
EGI
335
EAM Global Investors
California
-$4.22M -90,602 Closed
TPM
336
Totem Point Management
New York
-$3.75M -80,504 Closed
TCM
337
Thames Capital Management
New Jersey
-$2.84M -60,900 Closed
SCM
338
Scopia Capital Management
New York
-$2.67M -57,376 Closed
BFM
339
Boothbay Fund Management
New York
-$2.58M -55,262 Closed
Prudential Financial
340
Prudential Financial
New Jersey
-$2.43M -52,204 Closed
II
341
Inspire Investing
Idaho
-$2.38M -51,080 Closed
CP
342
Cumberland Partners
Ontario, Canada
-$2.24M -48,000 Closed
Tudor Investment Corp
343
Tudor Investment Corp
Connecticut
-$2.1M -47,562 Closed
HFM
344
Harvest Fund Management
China
-$2.14M -46,472 Closed
BCP
345
Blackhawk Capital Partners
Wisconsin
-$1.48M -31,858 Closed
Connor, Clark & Lunn Investment Management (CC&L)
346
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.34M -28,798 Closed
SC
347
Savant Capital
Illinois
-$1.33M -28,594 Closed
I
348
InceptionR
California
-$1.09M -23,456 Closed
CPRC
349
Consolidated Portfolio Review Corp
New York
-$1.03M -22,072 Closed
EA
350
Ellsworth Advisors
Ohio
-$772K -16,568 Closed

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.