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Pegasystems

415 hedge funds and large institutions have $5.12B invested in Pegasystems in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 145 increasing their positions, 99 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 54

66% more capital invested

Capital invested by funds: $3.09B → $5.12B (+$2.03B)

46% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 99

27% more funds holding

Funds holding: 328415 (+87)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7.03% more ownership

Funds ownership: 103.58%110.6% (+7%)

27% less call options, than puts

Call options by funds: $55.9M | Put options by funds: $76.6M

Holders
415
Holders Change
+87
Holders Change %
+26.52%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
144
Increased
145
Reduced
99
Closed
54
Calls
$55.9M
Puts
$76.6M
Net Calls
-$20.7M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
201
Focus Partners Advisor Solutions
Missouri
$843K +$361K +7,969 +105%
MC
202
Maverick Capital
Texas
$828K
WS
203
Wedbush Securities
California
$828K +$41.1K +908 +6%
VI
204
Versor Investments
New York
$823K +$689K +15,206 New
IIM
205
INTECH Investment Management
Florida
$811K +$679K +14,980 New
CC
206
Centiva Capital
New York
$806K +$675K +14,891 New
ASN
207
Advisory Services Network
Georgia
$800K +$617K +13,627 New
GCA
208
Greenwood Capital Associates
South Carolina
$800K -$275K -6,081 -29%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$794K +$337K +7,429 +103%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$782K +$292K +6,450 +81%
LCM
211
Landscape Capital Management
New Jersey
$778K +$652K +14,382 New
BJL
212
Brighton Jones LLC
Washington
$776K +$649K +14,334 New
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$776K +$153K +3,378 +31%
SOW
214
State of Wyoming
Wyoming
$770K -$892K -19,694 -58%
Pictet Asset Management
215
Pictet Asset Management
Switzerland
$755K -$27.1K -598 -4%
Macquarie Group
216
Macquarie Group
Australia
$748K +$626K +13,824 New
Rafferty Asset Management
217
Rafferty Asset Management
New York
$738K +$24.4K +539 +4%
Nomura Holdings
218
Nomura Holdings
Japan
$734K -$56.4K -1,244 -8%
US Bancorp
219
US Bancorp
Minnesota
$733K -$113K -2,500 -16%
NA
220
NewEdge Advisors
Louisiana
$729K +$224K +4,943 +58%
Walleye Trading
221
Walleye Trading
New York
$702K +$351K +7,738 +148%
X
222
Xponance
Pennsylvania
$681K +$5.16K +114 +0.9%
PCM
223
Polymer Capital Management
New York
$673K +$563K +12,432 New
BC
224
Bayforest Capital
United Kingdom
$668K +$234K +5,167 +72%
Nisa Investment Advisors
225
Nisa Investment Advisors
Missouri
$667K +$558K +12,328 New

PEGA Hedge Fund Activity: Q2 2025 in Review

415 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q2 2025, worth a combined $5.12B — up 66% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new PEGA positions and 54 closed out — a net gain of 90 holders — while 145 added to existing stakes and 99 trimmed.

The largest buyer was BlackRock, adding an estimated $171M. The largest seller was TPG GP A, exiting entirely with an estimated $141M sold.

  • 415 institutional investors held Pegasystems (PEGA) as of Q2 2025, up from 328 in Q1 2025.
  • Funds reported $5.12B of Pegasystems stock for Q2 2025, up 66% quarter-over-quarter.
  • 144 funds opened new Pegasystems positions in Q2 2025 and 54 closed out, a net change of +90 holders.
  • The largest Pegasystems buyer in Q2 2025 was BlackRock, an estimated $171M added.
  • The largest Pegasystems seller in Q2 2025 was TPG GP A, an estimated $141M sold.

Based on aggregated 13F filings for Q2 2025.