We are live on ! Find out more
PEGA icon

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
LI
376
LRI Investments
Florida
$8.99K – – –
QL
377
Quarry LP
New York
$8.86K +$8.48K +154 New
WANY
378
Wealthspire Advisors (New York)
New York
$8.51K +$8.15K +148 New
BBHC
379
Brown Brothers Harriman & Co
New York
$8.39K – – –
CAL
380
Capital Advisors Ltd
Ohio
$8K – – –
HFM
381
Harvest Fund Management
China
$7K -$30.8K -559 -81%
AAS
382
Ameritas Advisory Services
Nebraska
$6.9K – – –
JWM
383
JPL Wealth Management
Colorado
$6.55K +$6.28K +114 New
HI
384
Harbour Investments
Wisconsin
$6.44K – – –
CT
385
Colonial Trust
South Carolina
$6.21K – – –
MTIC
386
Missouri Trust & Investment Company
Missouri
$5.98K – – –
HWA
387
HHM Wealth Advisors
Tennessee
$5.75K – – –
HPC
388
HM Payson & Co
Maine
$5.75K – – –
CFB
389
Cullen/Frost Bankers
Texas
$5.7K +$1.05K +19 +24%
CTWM
390
Cherry Tree Wealth Management
Minnesota
$5.52K – – –
AS
391
Altshuler Shaham
Israel
$4.49K +$4.3K +78 New
PWMG
392
Private Wealth Management Group
New Jersey
$4.25K – – –
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$4.25K +$220 +4 +6%
OP
394
ORG Partners
Indiana
$4.03K – – –
Nisa Investment Advisors
395
Nisa Investment Advisors
Missouri
$3.68K -$676K -12,264 -99%
CIA
396
Cape Investment Advisory
Georgia
$3.28K -$55 -1 -2%
WTC
397
WhitTier Trust Company
Nevada
$3K +$1.49K +27 +100%
MAM
398
Marquette Asset Management
Minnesota
$2.7K +$2.59K +47 New
JWA
399
JFS Wealth Advisors
Pennsylvania
$2.53K +$992 +18 +69%
CFD
400
Creative Financial Designs
Indiana
$2.42K – – –
14 15
16
17 18

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.