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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
SAM
351
Smartleaf Asset Management
Massachusetts
$31.2K -$14.3K -316 -35%
WSFS
352
Wilmington Savings Fund Society
Delaware
$31.1K -$276K -6,082 -91%
SWM
353
Spire Wealth Management
Virginia
$30.6K +$11.9K +263 +87%
FMP
354
Financial Management Professionals
Texas
$29.4K -$40.4K -892 -62%
BIG
355
Brooklyn Investment Group
New York
$27.7K +$7.61K +168 +49%
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$26.2K -$11.6K -256 -35%
TC
357
Truvestments Capital
Florida
$25.8K -$2.72K -60 -11%
Mitsubishi UFJ Asset Management
358
Mitsubishi UFJ Asset Management
Japan
$23.9K +$20K +442 New
Fuller & Thaler Asset Management
359
Fuller & Thaler Asset Management
California
$23.1K -$27.1K -599 -58%
PP
360
PFS Partners
New Jersey
$21.7K
HNB
361
Huntington National Bank
Ohio
$21.1K +$9.51K +210 +117%
Bessemer Group
362
Bessemer Group
New Jersey
$21K +$6.89K +152 +68%
PFBT
363
Parkside Financial Bank & Trust
Missouri
$18K +$1.18K +26 +8%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$17.8K +$14.9K +328 New
RS
365
Rakuten Securities
Japan
$11.8K +$9.69K +214 +5,350%
BIA
366
Bell Investment Advisors
California
$9.09K +$634 +14 +9%
HWM
367
Hemington Wealth Management
Virginia
$9K +$2.45K +54 +47%
LI
368
LRI Investments
Florida
$8.47K
BBHC
369
Brown Brothers Harriman & Co
New York
$7.9K +$6.61K +146 New
CAL
370
Capital Advisors Ltd
Ohio
$7K
HFS
371
Hantz Financial Services
Michigan
$7K +$5.98K +132 +6,600%
AAS
372
Ameritas Advisory Services
Nebraska
$6.5K +$5.44K +120 New
HI
373
Harbour Investments
Wisconsin
$6.06K +$5.07K +112 New
CT
374
Colonial Trust
South Carolina
$5.85K -$1.27K -28 -21%
MTIC
375
Missouri Trust & Investment Company
Missouri
$5.63K

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.