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Pegasystems

410 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, 146 increasing their positions, 97 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+84
Holders Change %
+25.77%
% of All Funds
5.5%
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
146
Reduced
97
Closed
54
Calls
$55.9M
Puts
$76.6M
Net Calls
-$20.7M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CFB
376
Cullen/Frost Bankers
Texas
$4.33K +$4.33K +80 New
PWMG
377
Private Wealth Management Group
New Jersey
$4.01K
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$3.79K +$3.79K +70 New
BTI
379
Blue Trust Inc
Georgia
$3.68K +$1.62K +30 +79%
OP
380
ORG Partners
Indiana
$3.68K +$3.68K +70 New
GWM
381
Geneos Wealth Management
Colorado
$3.57K -$4.01K -74 -53%
RIL
382
Rothschild Investment LLC
Illinois
$3.25K
CIA
383
Cape Investment Advisory
Georgia
$3.14K +$3.14K +58 New
NS
384
NBC Securities
Alabama
$3K +$3K +66 New
CJH
385
Christopher J. Hasenberg
Wisconsin
$2.92K
WA
386
WPG Advisers
Maryland
$2.6K -$7.9K -146 -75%
CFD
387
Creative Financial Designs
Indiana
$2.27K
TFA
388
Toth Financial Advisory
Virginia
$2.17K +$2.17K +40 New
PWA
389
Physician Wealth Advisors
Utah
$1.62K +$1.62K +30 New
WTC
390
WhitTier Trust Company
Nevada
$1.46K -$487 -9 -25%
SC
391
SouthState Corp
Florida
$1.41K -$758 -14 -35%
JWA
392
JFS Wealth Advisors
Pennsylvania
$1.41K -$108 -2 -7%
FFO
393
Fortitude Family Office
Arizona
$1.41K +$1.41K +26 New
PPC
394
Park Place Capital
Alabama
$1.16K
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$1.08K +$433 +8 +67%
MPWT
396
MassMutual Private Wealth & Trust
Connecticut
$974 -$9.85K -182 -91%
CFO
397
CVA Family Office
Colorado
$758 -$758 -14 -50%
SC
398
Swan Capital
Florida
$758 +$758 +14 New
BI
399
Binnacle Investments
Iowa
$650 -$217 -4 -25%
SIC
400
SJS Investment Consulting
Ohio
$650