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Pegasystems

471 hedge funds and large institutions have $5.81B invested in Pegasystems in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 165 increasing their positions, 166 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $10.2M

130% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 40

11% more funds holding

Funds holding: 426471 (+45)

4% more capital invested

Capital invested by funds: $5.58B → $5.81B (+$227M)

0.55% more ownership

Funds ownership: 56.76%57.32% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 166

Holders
471
Holders Change
+45
Holders Change %
+10.56%
% of All Funds
5.73%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
92
Increased
165
Reduced
166
Closed
40
Calls
$26.6M
Puts
$10.2M
Net Calls
+$16.4M
Net Calls Change
+$6.83M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Clearstead Advisors
Ohio
$20.5K -$61.3K -1,047 -75%
GWM
402
Greenline Wealth Management
Florida
$18.9K +$18.6K +317 New
WETS
403
Wealth Enhancement Trust Services
South Dakota
$18K +$17.7K +302 New
SA
404
Strategic Advocates
Utah
$18K +$17.2K +293 New
CAM
405
Chesapeake Asset Management
New York
$15.9K +$15.6K +266 New
SEP
406
Signature Equity Partners
Ohio
$13.8K +$13.5K +231 New
CFB
407
Cullen/Frost Bankers
Texas
$12.6K +$6.56K +112 +113%
LFG
408
Larson Financial Group
Missouri
$11K +$10.8K +184 New
BIA
409
Bell Investment Advisors
California
$10K
SWM
410
Spire Wealth Management
Virginia
$9.86K -$23.1K -394 -70%
LI
411
LRI Investments
Florida
$9.34K
HI
412
Harbour Investments
Wisconsin
$8.6K +$1.87K +32 +29%
CAL
413
Capital Advisors Ltd
Ohio
$8K
RS
414
Rakuten Securities
Japan
$7.88K -$1.82K -31 -19%
KFP
415
Kerr Financial Planning
California
$7.71K +$11.7K +200 New
MA
416
MCF Advisors
Kentucky
$7.17K +$7.03K +120 New
CT
417
Colonial Trust
South Carolina
$6.45K
MTIC
418
Missouri Trust & Investment Company
Missouri
$6.21K
AWA
419
Acumen Wealth Advisors
Tennessee
$6.21K +$6.09K +104 New
BOJHT
420
Bank of Jackson Hole Trust
Wyoming
$6.21K +$6.09K +104 New
HWA
421
HHM Wealth Advisors
Tennessee
$5.97K
HPC
422
HM Payson & Co
Maine
$5.97K
BWA
423
Basecamp Wealth Advisors
Washington
$4.96K +$4.86K +83 New
Nisa Investment Advisors
424
Nisa Investment Advisors
Missouri
$4.78K +$937 +16 +25%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$4.66K +$234 +4 +5%