We are live on ! Find out more
PEGA icon

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
SAM
151
Silvercrest Asset Management
New York
$778K +$577K +13,052 +140%
SG Americas Securities
152
SG Americas Securities
New York
$761K +$968K +21,882 New
Handelsbanken Fonder
153
Handelsbanken Fonder
Sweden
$733K
GCA
154
Greenwood Capital Associates
South Carolina
$725K +$431K +9,754 +88%
AssetMark Inc
155
AssetMark Inc
California
$715K +$909K +20,560 New
BCI
156
Brinker Capital Investments
Pennsylvania
$643K +$818K +18,488 New
OPS
157
Orion Portfolio Solutions
Nebraska
$643K +$818K +18,488 New
PCA
158
Pallas Capital Advisors
Massachusetts
$639K +$389K +8,792 +92%
JG
159
Jain Global
New York
$636K +$809K +18,300 New
ACM
160
Aquatic Capital Management
Illinois
$591K +$752K +17,008 New
Group One Trading
161
Group One Trading
Illinois
$584K +$609K +13,780 +457%
NW
162
NewEdge Wealth
Pennsylvania
$570K +$725K +16,386 New
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$568K -$77.9K -1,762 -10%
US Bancorp
164
US Bancorp
Minnesota
$558K +$305K +6,892 +75%
FCM
165
Fieldview Capital Management
Michigan
$543K +$93K +2,102 +16%
Marshall Wace
166
Marshall Wace
United Kingdom
$542K -$4.19M -94,666 -86%
BCM
167
Bayesian Capital Management
New York
$542K +$690K +15,594 New
MAG
168
MRA Advisory Group
New Jersey
$536K +$683K +15,434 New
MC
169
Maverick Capital
Texas
$532K +$407K +9,204 +151%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$531K +$204K +4,604 +43%
VPIM
171
Vanguard Personalized Indexing Management
California
$528K +$134K +3,034 +25%
Nomura Holdings
172
Nomura Holdings
Japan
$515K +$655K +14,810 New
ACA
173
Atlas Capital Advisors
Wyoming
$510K -$34.9K -790 -5%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$505K +$170K +3,836 +36%
WS
175
Wedbush Securities
California
$500K +$55.6K +1,258 +10%

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.