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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
AS
426
Altshuler Shaham
Israel
$4.48K -$176 -3 -4%
JWA
427
JFS Wealth Advisors
Pennsylvania
$4.48K +$1.82K +31 +70%
PWMG
428
Private Wealth Management Group
New Jersey
$4.3K -$117 -2 -3%
OP
429
ORG Partners
Indiana
$4.18K
EW
430
Elyxium Wealth
California
$4.06K +$3.98K +68 New
SS
431
Sunbelt Securities
Texas
$3.46K -$10.5K -180 -76%
CIA
432
Cape Investment Advisory
Georgia
$3.4K
WTC
433
WhitTier Trust Company
Nevada
$3.24K
IPS
434
Investors Portfolio Services
Washington
$2.96K +$2.87K +49 New
CFD
435
Creative Financial Designs
Indiana
$2.51K
MWA
436
Medallion Wealth Advisors
Connecticut
$2.39K
BGA
437
Battery Global Advisors
Massachusetts
$2.39K +$2.34K +40 New
PWA
438
Physician Wealth Advisors
Utah
$2.27K -$117 -2 -5%
SAG
439
SageView Advisory Group
California
$2.09K +$2.05K +35 New
KFAS
440
Keating Financial Advisory Services
Kansas
$2.03K +$1.99K +34 New
WIM
441
Westside Investment Management
California
$2.03K +$1.99K +34 New
OC
442
Optima Capital
Oregon
$1.97K +$1.93K +33 New
PIS
443
POM Investment Strategies
North Carolina
$1.61K +$1.58K +27 New
WAG
444
Wiser Advisor Group
Arizona
$1.55K
MPWT
445
MassMutual Private Wealth & Trust
Connecticut
$1.55K
CFO
446
CVA Family Office
Colorado
$1.37K
FFO
447
Fortitude Family Office
Arizona
$1.31K -$469 -8 -27%
DPW
448
DiNuzzo Private Wealth
Pennsylvania
$1.31K
PPC
449
Park Place Capital
Alabama
$1.31K
TPCW
450
TD Private Client Wealth
New York
$1.19K +$1.17K +20 New