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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
DT
176
Diversified Trust
Tennessee
$487K +$1.68K +38 +0.3%
MFG
177
Merit Financial Group
Georgia
$481K +$418K +9,462 +217%
Rafferty Asset Management
178
Rafferty Asset Management
New York
$455K -$137K -3,090 -19%
Creative Planning
179
Creative Planning
Kansas
$451K +$157K +3,558 +38%
EC
180
EntryPoint Capital
New York
$449K +$571K +12,912 New
X
181
Xponance
Pennsylvania
$433K +$9.46K +214 +2%
Verition Fund Management
182
Verition Fund Management
Connecticut
$426K -$1.4M -31,558 -72%
SPA
183
Sherbrooke Park Advisers
New York
$423K +$538K +12,156 New
HW
184
Hancock Whitney
Mississippi
$418K +$107K +2,428 +25%
SRL
185
Scientech Research LLC
New Jersey
$412K +$524K +11,842 New
Pathstone Holdings
186
Pathstone Holdings
New Jersey
$402K +$31.4K +710 +7%
Deutsche Bank
187
Deutsche Bank
Germany
$400K +$10.7K +242 +2%
Public Employees Retirement Association of Colorado
188
Public Employees Retirement Association of Colorado
Colorado
$391K
Comerica Bank
189
Comerica Bank
Texas
$391K -$1.82M -41,170 -79%
PEAK6
190
PEAK6
Illinois
$385K +$490K +11,072 New
Focus Partners Wealth
191
Focus Partners Wealth
Massachusetts
$381K +$172K +3,886 +55%
Two Sigma Advisers
192
Two Sigma Advisers
New York
$362K +$460K +10,400 New
PCM
193
Prelude Capital Management
New York
$333K +$423K +9,566 New
VEA
194
Virtus ETF Advisers
New York
$327K +$416K +9,406 New
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$318K
Wolverine Trading
196
Wolverine Trading
Illinois
$312K +$183K +4,140 +85%
CL
197
CSS LLC
Illinois
$311K +$396K +8,960 New
NYLIM
198
New York Life Investment Management
New York
$302K +$385K +8,696 New
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$301K -$214K -4,848 -36%
AAS
200
Avantax Advisory Services
Texas
$300K -$24.6K -556 -6%

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.