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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
TI
351
Tidal Investments
Wisconsin
-$675K -14,480 Closed
FF
352
Fluent Financial
Texas
-$668K -14,334 Closed
UWS
353
Unique Wealth Strategies
Illinois
-$661K -14,186 Closed
PAG
354
Private Advisor Group
New Jersey
-$561K -12,040 Closed
VCM
355
Voleon Capital Management
California
-$506K -10,848 Closed
AA
356
ALPS Advisors
Colorado
-$496K -10,646 Closed
BMCM
357
Burns Matteson Capital Management
New York
-$453K -9,714 Closed
SA
358
Sanctuary Advisors
Indiana
-$499K -9,334 Closed
BCG
359
BayBridge Capital Group
California
-$432K -9,276 Closed
ASN
360
Advisory Services Network
Georgia
-$373K -8,010 Closed
Axa
361
Axa
France
-$368K -7,902 Closed
VIA
362
Virtus Investment Advisers
Connecticut
-$358K -7,672 Closed
TCM
363
Teza Capital Management
Illinois
-$318K -6,824 Closed
SCM
364
Stevens Capital Management
Pennsylvania
-$306K -6,560 Closed
ORG
365
Optimist Retirement Group
Washington
-$292K -6,274 Closed
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
-$289K -6,210 Closed
IA
367
Inspire Advisors
Idaho
-$277K -5,948 Closed
Twin Tree Management
368
Twin Tree Management
Texas
-$275K -5,898 Closed
JIP
369
Jaffetilchin Investment Partners
Florida
-$273K -5,862 Closed
OF
370
Optimize Financial
California
-$268K -5,752 Closed
EA
371
Eclectic Associates
California
-$267K -5,740 Closed
CIBC World Market
372
CIBC World Market
Ontario, Canada
-$266K -5,716 Closed
Truist Financial
373
Truist Financial
North Carolina
-$260K -5,576 Closed
State of Tennessee, Department of Treasury
374
State of Tennessee, Department of Treasury
Tennessee
-$258K -5,544 Closed
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
-$242K -5,196 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.