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Pegasystems

465 hedge funds and large institutions have $5.8B invested in Pegasystems in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 165 increasing their positions, 163 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 163

0.49% more ownership

Funds ownership: 56.77%57.26% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.6M
Puts
$10.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
426
Sunbelt Securities
Texas
$3.46K
CIA
427
Cape Investment Advisory
Georgia
$3.4K
WTC
428
WhitTier Trust Company
Nevada
$3.24K
IPS
429
Investors Portfolio Services
Washington
$2.96K
CFD
430
Creative Financial Designs
Indiana
$2.51K
BGA
431
Battery Global Advisors
Massachusetts
$2.39K
PWA
432
Physician Wealth Advisors
Utah
$2.27K
SAG
433
SageView Advisory Group
California
$2.09K
WIM
434
Westside Investment Management
California
$2.03K
KFAS
435
Keating Financial Advisory Services
Kansas
$2.03K
OC
436
Optima Capital
Oregon
$1.97K
PIS
437
POM Investment Strategies
North Carolina
$1.61K
WAG
438
Wiser Advisor Group
Arizona
$1.55K
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$1.55K
CFO
440
CVA Family Office
Colorado
$1.37K
FFO
441
Fortitude Family Office
Arizona
$1.31K
PPC
442
Park Place Capital
Alabama
$1.31K
DPW
443
DiNuzzo Private Wealth
Pennsylvania
$1.31K
TPCW
444
TD Private Client Wealth
New York
$1.19K
MCM
445
Manchester Capital Management
Vermont
$1.07K
SL
446
Salomon & Ludwin
Virginia
$1.06K
PWPS
447
Pinnacle Wealth Planning Services
Ohio
$956
SIC
448
SJS Investment Consulting
Ohio
$717
RWM
449
Rialto Wealth Management
New York
$657
ADL
450
Asset Dedication LLC
California
$598