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Pegasystems

328 hedge funds and large institutions have $3.09B invested in Pegasystems in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 129 increasing their positions, 83 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 83

17% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 71

4.67% more ownership

Funds ownership: 98.91%103.58% (+4.7%)

2% more funds holding

Funds holding: 321328 (+7)

8% less call options, than puts

Call options by funds: $6.62M | Put options by funds: $7.2M

22% less capital invested

Capital invested by funds: $3.95B → $3.09B (-$862M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
328
Holders Change
+7
Holders Change %
+2.18%
% of All Funds
4.4%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
83
Increased
129
Reduced
83
Closed
71
Calls
$6.62M
Puts
$7.2M
Net Calls
-$584K
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
Woodline Partners
California
$1.25M -$162K -3,656 -9%
Corient Private Wealth
127
Corient Private Wealth
Florida
$1.23M -$509K -11,512 -25%
OQS
128
Occudo Quantitative Strategies
Florida
$1.2M +$1.33M +30,012 +647%
SOW
129
State of Wyoming
Wyoming
$1.18M +$282K +6,380 +23%
SSA
130
Schonfeld Strategic Advisors
New York
$1.18M +$1.5M +33,882 New
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$1.16M +$498K +11,250 +51%
GCP
132
GSA Capital Partners
United Kingdom
$1.15M +$1.2M +27,210 +454%
SL
133
Siren LLC
Connecticut
$1.15M +$1.46M +33,000 New
CCIA
134
Campbell & Co Investment Adviser
Maryland
$1.12M +$1.43M +32,344 New
PFSRSONJ
135
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.11M
HSBC Holdings
136
HSBC Holdings
United Kingdom
$1.07M +$1.38M +31,144 New
SO
137
STRS Ohio
Ohio
$1.05M +$113K +2,546 +9%
Stifel Financial
138
Stifel Financial
Missouri
$1.02M +$546K +12,352 +72%
LPL Financial
139
LPL Financial
California
$975K +$268K +6,066 +28%
KK
140
KLP Kapitalforvaltning
Norway
$973K +$133K +3,000 +12%
Mirae Asset Global Investments
141
Mirae Asset Global Investments
South Korea
$956K +$32.7K +740 +3%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$954K -$158K -3,568 -12%
Mariner
143
Mariner
Kansas
$952K +$338K +7,642 +39%
ASRS
144
Arizona State Retirement System
Arizona
$939K +$98.7K +2,232 +9%
EGM
145
Engineers Gate Manager
New York
$933K +$368K +8,312 +45%
Manulife (Manufacturers Life Insurance)
146
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$919K -$36.7K -830 -3%
CB
147
Commerce Bank
Missouri
$903K
YIH
148
Y-Intercept (HK)
Hong Kong
$875K +$1.11M +25,174 New
KIM
149
Kestra Investment Management
Texas
$849K -$356K -8,040 -25%
Millennium Management
150
Millennium Management
New York
$792K -$21.2M -479,132 -95%

PEGA Hedge Fund Activity: Q1 2025 in Review

328 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q1 2025, worth a combined $3.09B — down 22% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PEGA positions and 71 closed out — a net gain of 12 holders — while 129 added to existing stakes and 83 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $192M. The largest seller was Capital Research Global Investors, cutting an estimated $96.6M.

  • 328 institutional investors held Pegasystems (PEGA) as of Q1 2025, up from 321 in Q4 2024.
  • Funds reported $3.09B of Pegasystems stock for Q1 2025, down 22% quarter-over-quarter.
  • 83 funds opened new Pegasystems positions in Q1 2025 and 71 closed out, a net change of +12 holders.
  • The largest Pegasystems buyer in Q1 2025 was Massachusetts Financial Services, an estimated $192M added.
  • The largest Pegasystems seller in Q1 2025 was Capital Research Global Investors, an estimated $96.6M sold.

Based on aggregated 13F filings for Q1 2025.