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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
MWA
401
Medallion Wealth Advisors
Connecticut
$2.3K – – –
TFA
402
Toth Financial Advisory
Virginia
$2.3K – – –
PWA
403
Physician Wealth Advisors
Utah
$2.3K +$551 +10 +33%
PMAM
404
Picton Mahoney Asset Management
Ontario, Canada
$2K -$344K -6,238 -99%
FFO
405
Fortitude Family Office
Arizona
$1.73K +$220 +4 +15%
WAG
406
Wiser Advisor Group
Arizona
$1.5K +$1.43K +26 New
SC
407
SouthState Corp
Florida
$1.5K – – –
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$1.5K +$441 +8 +44%
CFO
409
CVA Family Office
Colorado
$1.32K +$496 +9 +64%
PPC
410
Park Place Capital
Alabama
$1.26K – – –
DPW
411
DiNuzzo Private Wealth
Pennsylvania
$1.19K +$110 +2 +10%
SIC
412
Salem Investment Counselors
North Carolina
$1.09K +$1.05K +19 New
CCM
413
Cloud Capital Management
Washington
$1K +$1.32K +24 New
SL
414
Salomon & Ludwin
Virginia
$998 +$992 +18 New
BI
415
Binnacle Investments
Iowa
$690 – – –
SIC
416
SJS Investment Consulting
Ohio
$690 – – –
ADL
417
Asset Dedication LLC
California
$575 – – –
HIA
418
HFM Investment Advisors
New Jersey
$518 -$55 -1 -10%
RWM
419
Rialto Wealth Management
New York
$518 +$165 +3 +50%
BWL
420
Bogart Wealth LLC
Virginia
$518 +$496 +9 New
AF
421
Advisornet Financial
Minnesota
$460 – – –
SIS
422
Sound Income Strategies
Florida
$450 – – –
BHWM
423
Bay Harbor Wealth Management
Maryland
$402 +$55 +1 +17%
MCM
424
MV Capital Management
Maryland
$230 – – –
TPBG
425
Turning Point Benefit Group
Maryland
$114 +$110 +2 New
15 16
17
18 19

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.