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Pegasystems
PEGA

Overview Fund Activity

408 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 240 increasing their positions, 24 reducing their positions, and 55 closing their positions.

Holders
408
Holders Change
+81
Holders Change %
+24.77%
% of All Funds
5.48%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
142
Increased
240
Reduced
24
Closed
55
Calls
$50.6M
Puts
$63.7M
Net Calls
-$13.1M
Net Calls Change
-$12.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$490M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$598M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$218M
4
State Street
4
State Street
Massachusetts
$157M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$215M

Top Sellers

1
TGA
1
TPG GP A
Texas
$0
2
BBCM
2
Broad Bay Capital Management
New York
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$3.79K 70 +70 New
BTI
377
Blue Trust Inc
Georgia
$3.68K 68 +49 +258%
OP
378
ORG Partners
Indiana
$3.68K 70 +70 New
GWM
379
Geneos Wealth Management
Colorado
$3.57K 66 -4 -6%
RIL
380
Rothschild Investment LLC
Illinois
$3.25K 60 +30 +100%
CIA
381
Cape Investment Advisory
Georgia
$3.14K 58 +58 New
NS
382
NBC Securities
Alabama
$3K 66 +66 New
CJH
383
Christopher J. Hasenberg
Wisconsin
$2.92K 54 +27 +100%
WA
384
WPG Advisers
Maryland
$2.6K 48 -49 -51%
CFD
385
Creative Financial Designs
Indiana
$2.27K 42 +21 +100%
TFA
386
Toth Financial Advisory
Virginia
$2.17K 40 +40 New
PWA
387
Physician Wealth Advisors
Utah
$1.62K 30 +30 New
WTC
388
WhitTier Trust Company
Nevada
$1.46K 27 +9 +50%
SC
389
SouthState Corp
Florida
$1.41K 26 +6 +30%
JWA
390
JFS Wealth Advisors
Pennsylvania
$1.41K 26 +12 +86%
FFO
391
Fortitude Family Office
Arizona
$1.41K 26 +26 New
PPC
392
Park Place Capital
Alabama
$1.16K 22 +11 +100%
DPW
393
DiNuzzo Private Wealth
Pennsylvania
$1.08K 20 +14 +233%
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$974 18 -82 -82%
CFO
395
CVA Family Office
Colorado
$758 14 – –
SC
396
Swan Capital
Florida
$758 14 +14 New
BI
397
Binnacle Investments
Iowa
$650 12 +4 +50%
SIC
398
SJS Investment Consulting
Ohio
$650 12 +6 +100%
ADL
399
Asset Dedication LLC
California
$542 10 +5 +100%
HIA
400
HFM Investment Advisors
New Jersey
$541 10 +10 New
14 15
16
17 18