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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
HWA
376
HHM Wealth Advisors
Tennessee
$5.41K
HPC
377
HM Payson & Co
Maine
$5.41K
CTWM
378
Cherry Tree Wealth Management
Minnesota
$5.2K
NC
379
NewSquare Capital
Pennsylvania
$5.2K +$4.35K +96 New
CFB
380
Cullen/Frost Bankers
Texas
$4.33K +$3.62K +80 New
PWMG
381
Private Wealth Management Group
New Jersey
$4.01K
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$3.79K +$3.17K +70 New
BTI
383
Blue Trust Inc
Georgia
$3.68K +$1.36K +30 +79%
OP
384
ORG Partners
Indiana
$3.67K +$3.17K +70 New
GWM
385
Geneos Wealth Management
Colorado
$3.57K -$3.35K -74 -53%
RIL
386
Rothschild Investment LLC
Illinois
$3.25K
CIA
387
Cape Investment Advisory
Georgia
$3.14K +$2.63K +58 New
NS
388
NBC Securities
Alabama
$3K +$2.99K +66 New
CJH
389
Christopher J. Hasenberg
Wisconsin
$2.92K
WA
390
WPG Advisers
Maryland
$2.6K -$6.61K -146 -75%
CFD
391
Creative Financial Designs
Indiana
$2.27K
TFA
392
Toth Financial Advisory
Virginia
$2.17K +$1.81K +40 New
MWA
393
Medallion Wealth Advisors
Connecticut
$2.1K
PWA
394
Physician Wealth Advisors
Utah
$1.62K +$1.36K +30 New
WTC
395
WhitTier Trust Company
Nevada
$1.46K -$408 -9 -25%
SC
396
SouthState Corp
Florida
$1.41K -$634 -14 -35%
JWA
397
JFS Wealth Advisors
Pennsylvania
$1.41K -$91 -2 -7%
FFO
398
Fortitude Family Office
Arizona
$1.41K +$1.18K +26 New
PPC
399
Park Place Capital
Alabama
$1.16K
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$1.08K +$362 +8 +67%

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.