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Pegasystems

477 hedge funds and large institutions have $3.93B invested in Pegasystems in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 206 increasing their positions, 132 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 132

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

1% more funds holding

Funds holding: 471477 (+6)

2.65% less ownership

Funds ownership: 57.32%54.67% (-2.6%)

20% less call options, than puts

Call options by funds: $5.84M | Put options by funds: $7.27M

32% less capital invested

Capital invested by funds: $5.81B → $3.93B (-$1.88B)

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
477
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
97
Increased
206
Reduced
132
Closed
82
Calls
$5.84M
Puts
$7.27M
Net Calls
-$1.43M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
401
Bell Investment Advisors
California
$10.4K +$3.58K +77 +46%
FHC
402
First Horizon Corporation
Tennessee
$9.92K +$10.8K +233 New
HI
403
Harbour Investments
Wisconsin
$9.7K +$3.9K +84 +58%
BBHC
404
Brown Brothers Harriman & Co
New York
$9.11K -$23K -496 -70%
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$9.11K +$8.73K +188 +723%
WTC
406
WhitTier Trust Company
Nevada
$8.96K +$7.29K +157 +291%
LFG
407
Larson Financial Group
Missouri
$8.51K +$743 +16 +9%
PP
408
PFS Partners
New Jersey
$8.21K -$9.61K -207 -52%
CFO
409
CVA Family Office
Colorado
$8.21K +$7.89K +170 +739%
JWM
410
JPL Wealth Management
Colorado
$7.62K +$8.31K +179 New
WAG
411
Wiser Advisor Group
Arizona
$7.54K +$7.01K +151 +581%
BWA
412
Basecamp Wealth Advisors
Washington
$7.28K +$4.09K +88 +106%
HWP
413
Highline Wealth Partners
California
$6.94K +$7.57K +163 New
LI
414
LRI Investments
Florida
$6.66K
SWM
415
Spire Wealth Management
Virginia
$6.64K -$418 -9 -5%
S
416
Sachetta
Massachusetts
$6.38K +$6.96K +150 New
CAL
417
Capital Advisors Ltd
Ohio
$6K +$511 +11 +8%
RS
418
Rakuten Securities
Japan
$5.19K -$464 -10 -8%
NSIM
419
North Star Investment Management
Illinois
$4.47K +$4.46K +96 +1,067%
MTIC
420
Missouri Trust & Investment Company
Missouri
$4.43K
HWA
421
HHM Wealth Advisors
Tennessee
$4.26K
HPC
422
HM Payson & Co
Maine
$4.26K
MA
423
MCF Advisors
Kentucky
$3.66K -$1.58K -34 -28%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$3.32K
PWMG
425
Private Wealth Management Group
New Jersey
$3.06K