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Pegasystems

412 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8.49% more ownership

Funds ownership: 102.12%110.6% (+8.5%)

27% less call options, than puts

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

Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$55.9M
Puts
$76.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$30.6K
FMP
352
Financial Management Professionals
Texas
$29.4K
BIG
353
Brooklyn Investment Group
New York
$27.7K
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$26.2K
TC
355
Truvestments Capital
Florida
$25.8K
Mitsubishi UFJ Asset Management
356
Mitsubishi UFJ Asset Management
Japan
$23.9K
Fuller & Thaler Asset Management
357
Fuller & Thaler Asset Management
California
$23.1K
PP
358
PFS Partners
New Jersey
$21.7K
HNB
359
Huntington National Bank
Ohio
$21.1K
Bessemer Group
360
Bessemer Group
New Jersey
$21K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$18K
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$17.8K
RS
363
Rakuten Securities
Japan
$11.8K
BIA
364
Bell Investment Advisors
California
$9.09K
HWM
365
Hemington Wealth Management
Virginia
$9K
LI
366
LRI Investments
Florida
$8.47K
BBHC
367
Brown Brothers Harriman & Co
New York
$7.9K
CAL
368
Capital Advisors Ltd
Ohio
$7K
HFS
369
Hantz Financial Services
Michigan
$7K
AAS
370
Ameritas Advisory Services
Nebraska
$6.5K
HI
371
Harbour Investments
Wisconsin
$6.06K
CT
372
Colonial Trust
South Carolina
$5.85K
MTIC
373
Missouri Trust & Investment Company
Missouri
$5.63K
HPC
374
HM Payson & Co
Maine
$5.41K
HWA
375
HHM Wealth Advisors
Tennessee
$5.41K