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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
MCM
451
Manchester Capital Management
Vermont
$1.07K +$1.05K +18 New
SL
452
Salomon & Ludwin
Virginia
$1.06K
PWPS
453
Pinnacle Wealth Planning Services
Ohio
$956 +$937 +16 New
SIC
454
SJS Investment Consulting
Ohio
$717
RWM
455
Rialto Wealth Management
New York
$657 +$117 +2 +22%
ADL
456
Asset Dedication LLC
California
$598
CFM
457
Cornerstone Financial Management
Massachusetts
$597 +$586 +10 New
TSMHT
458
Thurston Springer Miller Herd & Titak
Indiana
$597 +$586 +10 New
HIA
459
HFM Investment Advisors
New Jersey
$538
BWL
460
Bogart Wealth LLC
Virginia
$537
BHWM
461
Bay Harbor Wealth Management
Maryland
$537 +$117 +2 +29%
NSIM
462
North Star Investment Management
Illinois
$537 +$527 +9 New
UFF
463
USA Financial Formulas
Michigan
$537 +$527 +9 New
AF
464
Advisornet Financial
Minnesota
$478
UFPG
465
United Financial Planning Group
New York
$358 +$351 +6 New
MCM
466
MV Capital Management
Maryland
$239
TPBG
467
Turning Point Benefit Group
Maryland
$119
DF
468
Dunhill Financial
United Kingdom
$112 +$117 +2 New
Toronto Dominion Bank
469
Toronto Dominion Bank
Ontario, Canada
$63 +$59 +1 New
PWA
470
Principia Wealth Advisory
Texas
$60 +$59 +1 New
II
471
Inspire Investing
Idaho
$12
MI
472
Motiv8 Investments
Florida
$4 +$3.69K +63 New
Allianz Asset Management
473
Allianz Asset Management
Germany
-$7.76M -134,871 Closed
AFA
474
Abacus FCF Advisors
Florida
-$7.24M -125,838 Closed
EI
475
EAM Investors
California
-$3.48M -61,454 Closed