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Pegasystems
PEGA

426 hedge funds and large institutions have $5.58B invested in Pegasystems in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $10.5M

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

20% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 135

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $5.12B → $5.58B (+$461M)

3% more funds holding

Funds holding: 415 → 426 (+11)

53.84% less ownership

Funds ownership: 110.6% → 56.76% (-54%)

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
162
Reduced
135
Closed
62
Calls
$20.1M
Puts
$10.5M
Net Calls
+$9.55M
Net Calls Change
+$30.3M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$87M
2
NPCM
North Peak Capital Management
New York
+$71.1M
3
American Century Companies
American Century Companies
Missouri
+$68.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$51.6M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$45.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$80.2M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$45.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$35.6M
4
Squarepoint
Squarepoint
New York
-$25.4M
5
Morgan Stanley
Morgan Stanley
New York
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
351
MAI Capital Management
Ohio
$40K – – –
QCG
352
Quadrant Capital Group
Ohio
$40K +$38.3K +696 New
BTI
353
Blue Trust Inc
Georgia
$39.2K +$33.8K +614 +903%
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$37K -$12.1K -220 -25%
MG
355
Mather Group
Illinois
$32.5K +$31.2K +566 New
SWM
356
Spire Wealth Management
Virginia
$32.1K -$331 -6 -1%
HFS
357
Hantz Financial Services
Michigan
$32K +$23.7K +431 +322%
HBW
358
Hazlett, Burt & Watson
West Virginia
$28K +$27K +490 New
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$26.2K +$25.1K +456 New
Mitsubishi UFJ Asset Management
360
Mitsubishi UFJ Asset Management
Japan
$25.4K – – –
TWC
361
TD Waterhouse Canada
Ontario, Canada
$24.3K +$23.5K +426 New
FMP
362
Financial Management Professionals
Texas
$23.9K -$7.05K -128 -24%
PP
363
PFS Partners
New Jersey
$23K – – –
Bessemer Group
364
Bessemer Group
New Jersey
$22K – – –
HNB
365
Huntington National Bank
Ohio
$21.8K -$606 -11 -3%
ST
366
Smithfield Trust
Pennsylvania
$21K +$20.6K +374 New
RFP
367
Root Financial Partners
California
$20.1K +$19.2K +349 New
PFBT
368
Parkside Financial Bank & Trust
Missouri
$19.3K +$220 +4 +1%
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$18.1K -$771 -14 -4%
SS
370
Sunbelt Securities
Texas
$13.7K +$13.1K +238 New
HWM
371
Hemington Wealth Management
Virginia
$10K +$441 +8 +5%
GLF
372
Groupe la Francaise
France
$9.98K +$11K +200 New
BC
373
Bayforest Capital
United Kingdom
$9.72K -$671K -12,176 -99%
BIA
374
Bell Investment Advisors
California
$9.66K – – –
RS
375
Rakuten Securities
Japan
$9.37K -$3.03K -55 -25%
13 14
15
16 17

PEGA Hedge Fund Activity: Q3 2025 in Review

426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q3 2025, worth a combined $5.58B — up 9% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PEGA positions and 62 closed out — a net gain of 17 holders — while 162 added to existing stakes and 135 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $87M. The largest seller was Capital Research Global Investors, cutting an estimated $80.2M.

  • 426 institutional investors held Pegasystems (PEGA) as of Q3 2025, up from 415 in Q2 2025.
  • Funds reported $5.58B of Pegasystems stock for Q3 2025, up 9% quarter-over-quarter.
  • 79 funds opened new Pegasystems positions in Q3 2025 and 62 closed out, a net change of +17 holders.
  • The largest Pegasystems buyer in Q3 2025 was Hood River Capital Management, an estimated $87M added.
  • The largest Pegasystems seller in Q3 2025 was Capital Research Global Investors, an estimated $80.2M sold.

Based on aggregated 13F filings for Q3 2025.