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Pegasystems
PEGA

426 hedge funds and large institutions have $5.58B invested in Pegasystems in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 162 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $10.5M

27% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 62

20% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 135

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $5.12B → $5.58B (+$461M)

3% more funds holding

Funds holding: 415 → 426 (+11)

53.84% less ownership

Funds ownership: 110.6% → 56.76% (-54%)

Holders
426
Holders Change
+11
Holders Change %
+2.65%
% of All Funds
5.59%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
162
Reduced
135
Closed
62
Calls
$20.1M
Puts
$10.5M
Net Calls
+$9.55M
Net Calls Change
+$30.3M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$87M
2
NPCM
North Peak Capital Management
New York
+$71.1M
3
American Century Companies
American Century Companies
Missouri
+$68.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$51.6M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$45.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$80.2M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$45.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$35.6M
4
Squarepoint
Squarepoint
New York
-$25.4M
5
Morgan Stanley
Morgan Stanley
New York
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
201
Merit Financial Group
Georgia
$1.04M -$10.7K -195 -1%
NMERB
202
New Mexico Educational Retirement Board
New Mexico
$1.03M – – –
FPAS
203
Focus Partners Advisor Solutions
Missouri
$1.03M +$102K +1,846 +12%
AIP
204
Ameritas Investment Partners
Nebraska
$994K – – –
SSA
205
Schonfeld Strategic Advisors
New York
$918K -$657K -11,927 -43%
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$911K +$83.1K +1,508 +11%
BJL
207
Brighton Jones LLC
Washington
$899K +$72K +1,306 +9%
Aviva
208
Aviva
United Kingdom
$888K -$209K -3,797 -20%
SSA
209
Sierra Summit Advisors
Nevada
$863K +$827K +15,003 New
WS
210
Wedbush Securities
California
$850K -$28.6K -519 -3%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$809K -$33K -598 -4%
FF
212
Fluent Financial
Texas
$803K +$769K +13,957 New
Pictet Asset Management
213
Pictet Asset Management
Switzerland
$802K – – –
FCM
214
Fieldview Capital Management
Michigan
$792K -$3.81M -69,172 -83%
PAG
215
Private Advisor Group
New Jersey
$786K +$753K +13,663 New
NA
216
NewEdge Advisors
Louisiana
$785K +$10.4K +189 +1%
GCA
217
Greenwood Capital Associates
South Carolina
$784K -$62.5K -1,134 -8%
Osaic Holdings
218
Osaic Holdings
Arizona
$781K +$298K +5,417 +62%
IQI
219
Integrated Quantitative Investments
Washington
$779K +$405K +7,348 +119%
X
220
Xponance
Pennsylvania
$764K +$39.1K +709 +6%
LCM
221
Legato Capital Management
California
$733K +$249K +4,520 +55%
Deutsche Bank
222
Deutsche Bank
Germany
$679K +$183K +3,330 +39%
EP
223
Essential Partners
California
$644K -$14.8K -268 -2%
DT
224
Diversified Trust
Tennessee
$632K – – –
Daiwa Securities Group
225
Daiwa Securities Group
Japan
$628K +$602K +10,918 New
7 8
9
10 11

PEGA Hedge Fund Activity: Q3 2025 in Review

426 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Pegasystems (PEGA) for Q3 2025, worth a combined $5.58B — up 9% from $5.12B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PEGA positions and 62 closed out — a net gain of 17 holders — while 162 added to existing stakes and 135 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $87M. The largest seller was Capital Research Global Investors, cutting an estimated $80.2M.

  • 426 institutional investors held Pegasystems (PEGA) as of Q3 2025, up from 415 in Q2 2025.
  • Funds reported $5.58B of Pegasystems stock for Q3 2025, up 9% quarter-over-quarter.
  • 79 funds opened new Pegasystems positions in Q3 2025 and 62 closed out, a net change of +17 holders.
  • The largest Pegasystems buyer in Q3 2025 was Hood River Capital Management, an estimated $87M added.
  • The largest Pegasystems seller in Q3 2025 was Capital Research Global Investors, an estimated $80.2M sold.

Based on aggregated 13F filings for Q3 2025.