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Pegasystems

415 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 145 increasing their positions, 99 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $3.09B → $5.12B (+$2.03B)

46% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 99

27% more funds holding

Funds holding: 328415 (+87)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7.03% more ownership

Funds ownership: 103.58%110.6% (+7%)

27% less call options, than puts

Call options by funds: $55.9M | Put options by funds: $76.6M

Holders
415
Holders Change
+87
Holders Change %
+26.52%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
144
Increased
145
Reduced
99
Closed
54
Calls
$55.9M
Puts
$76.6M
Net Calls
-$20.7M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
326
Principal Securities
Iowa
$93.1K +$52.7K +1,164 +209%
MYIA
327
Mount Yale Investment Advisors
Colorado
$90.3K +$75.6K +1,668 New
C
328
Covestor
United Kingdom
$89K -$43.6K -962 -37%
SS
329
SBI Securities
Japan
$89K +$24.7K +546 +50%
Jones Financial Companies
330
Jones Financial Companies
Missouri
$84.8K -$32.1K -708 -31%
RCM
331
Raleigh Capital Management
North Carolina
$82.8K +$69.3K +1,530 New
CI
332
CX Institutional
Indiana
$76K +$17.4K +384 +38%
SPIA
333
Steward Partners Investment Advisory
New York
$75.8K
Group One Trading
334
Group One Trading
Illinois
$75.5K -$698K -15,400 -92%
GI
335
GAMMA Investing
California
$71.8K +$5.8K +128 +11%
S
336
SignatureFD
Georgia
$68.3K +$7.25K +160 +15%
TWD
337
True Wealth Design
Ohio
$61.1K +$16.7K +368 +48%
AF
338
Allworth Financial
California
$60K +$44.4K +980 +766%
GRP
339
Global Retirement Partners
California
$59.8K +$50.1K +1,105 New
BNP Paribas Asset Management
340
BNP Paribas Asset Management
France
$54K +$45K +994 New
AAP
341
Arax Advisory Partners
Colorado
$52.1K +$24.4K +538 +127%
A
342
AlphaQuest
New York
$49.7K -$139K -3,058 -77%
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$47K -$8.65K -191 -18%
Optiver Holding
344
Optiver Holding
Netherlands
$46.7K +$39.1K +863 New
LFG
345
Larson Financial Group
Missouri
$45K +$37.7K +832 New
CIAM
346
Caitong International Asset Management
Hong Kong
$43K -$68.9K -1,521 -66%
FHA
347
First Horizon Advisors
Tennessee
$39.6K +$17.9K +396 +118%
UB
348
UMB Bank
Missouri
$39.5K +$7.61K +168 +30%
MCM
349
MAI Capital Management
Ohio
$37.7K +$3.44K +76 +12%
HFM
350
Harvest Fund Management
China
$37K +$31.2K +688 New

PEGA Hedge Fund Activity: Q2 2025 in Review

415 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q2 2025, worth a combined $5.12B — up 66% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PEGA positions and 54 closed out — a net gain of 90 holders — while 145 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $171M. The largest seller was TPG GP A, exiting entirely with an estimated $141M sold.

  • 415 institutional investors held Pegasystems (PEGA) as of Q2 2025, up from 328 in Q1 2025.
  • Funds reported $5.12B of Pegasystems stock for Q2 2025, up 66% quarter-over-quarter.
  • 144 funds opened new Pegasystems positions in Q2 2025 and 54 closed out, a net change of +90 holders.
  • The largest Pegasystems buyer in Q2 2025 was BlackRock, an estimated $171M added.
  • The largest Pegasystems seller in Q2 2025 was TPG GP A, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2025.