Pegasystems
PEGA
330 hedge funds and large institutions have $3.09B invested in Pegasystems in 2025 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 130 increasing their positions, 83 reducing their positions, and 71 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 83
30% more capital inflows, than outflows
Capital inflows: $831M | Capital outflows: $639M
18% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 71
2% more funds holding
Funds holding: 322 → 330 (+8)
2.33% more ownership
Funds ownership: 49.46% → 51.79% (+2.3%)
8% less call options, than puts
Call options by funds: $6.62M | Put options by funds: $7.2M
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$192M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$86.8M |
| 3 |
Squarepoint
New York
|
+$42.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$39.9M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$39.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$96.6M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$71.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$47.8M |
| 4 |
BCM
Bares Capital Management
Austin,
Texas
|
-$31.8M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$31.2M |
PEGA Hedge Fund Activity: Q1 2025 in Review
330 of the 7,487 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: 84 funds opened new PEGA positions and 71 closed out — a net gain of 13 holders — while 130 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.
- 330 institutional investors held Pegasystems (PEGA) as of Q1 2025, up from 322 in Q4 2024.
- Funds reported $3.09B of Pegasystems stock for Q1 2025, down 22% quarter-over-quarter.
- 84 funds opened new Pegasystems positions in Q1 2025 and 71 closed out, a net change of +13 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.