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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
CTWM
376
Cherry Tree Wealth Management
Minnesota
$5.2K
NC
377
NewSquare Capital
Pennsylvania
$5.2K
CFB
378
Cullen/Frost Bankers
Texas
$4.33K
PWMG
379
Private Wealth Management Group
New Jersey
$4.01K
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$3.79K
BTI
381
Blue Trust Inc
Georgia
$3.68K
OP
382
ORG Partners
Indiana
$3.67K
GWM
383
Geneos Wealth Management
Colorado
$3.57K
RIL
384
Rothschild Investment LLC
Illinois
$3.25K
CIA
385
Cape Investment Advisory
Georgia
$3.14K
NS
386
NBC Securities
Alabama
$3K
CJH
387
Christopher J. Hasenberg
Wisconsin
$2.92K
WA
388
WPG Advisers
Maryland
$2.6K
CFD
389
Creative Financial Designs
Indiana
$2.27K
TFA
390
Toth Financial Advisory
Virginia
$2.17K
PWA
391
Physician Wealth Advisors
Utah
$1.62K
WTC
392
WhitTier Trust Company
Nevada
$1.46K
SC
393
SouthState Corp
Florida
$1.41K
JWA
394
JFS Wealth Advisors
Pennsylvania
$1.41K
FFO
395
Fortitude Family Office
Arizona
$1.41K
PPC
396
Park Place Capital
Alabama
$1.16K
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$1.08K
MPWT
398
MassMutual Private Wealth & Trust
Connecticut
$974
CFO
399
CVA Family Office
Colorado
$758
SC
400
Swan Capital
Florida
$758