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Progressive

1,823 hedge funds and large institutions have $141B invested in Progressive in 2025 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 718 increasing their positions, 654 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% more repeat investments, than reductions

Existing positions increased: 718 | Existing positions reduced: 654

8% more call options, than puts

Call options by funds: $502M | Put options by funds: $465M

0.88% less ownership

Funds ownership: 85.83%84.94% (-0.88%)

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502M
Puts
$465M
Net Calls
Net Calls Change

Top Buyers

1 +$898M
2 +$686M
3 +$667M
4
Morgan Stanley
Morgan Stanley
New York
+$580M
5
DZ Bank
DZ Bank
Germany
+$479M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
451
Bretton Capital Management
California
$9.45M
BEI
452
Benjamin Edwards Inc
Missouri
$9.43M
MGP
453
Metis Global Partners
California
$9.41M
CPA
454
Capital Planning Advisors
California
$9.34M
GH
455
GAM Holding
Switzerland
$9.16M
LF
456
Longbow Finance
Switzerland
$9.05M
HWM
457
HB Wealth Management
Georgia
$9M
BAAM
458
Baker Avenue Asset Management
California
$8.93M
LSERS
459
Louisiana State Employees Retirement System
Louisiana
$8.91M
TIM
460
Tortoise Investment Management
New York
$8.9M
SAM
461
Securian Asset Management
Minnesota
$8.79M
SGI
462
Summit Global Investments
Utah
$8.78M
USCWA
463
U.S. Capital Wealth Advisors
Texas
$8.78M
IAA
464
Independent Advisor Alliance
North Carolina
$8.72M
WIS
465
Wright Investors Service
Connecticut
$8.7M
NB
466
Norinchukin Bank
Japan
$8.65M
SPIA
467
Steward Partners Investment Advisory
New York
$8.64M
WA
468
Waverly Advisors
Alabama
$8.53M
CFG
469
Cambridge Financial Group
Ohio
$8.42M
JIC
470
Johnson Investment Counsel
Ohio
$8.37M
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$8.34M
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.29M
OHIS
473
Oak Harvest Investment Services
Texas
$8.28M
Nomura Holdings
474
Nomura Holdings
Japan
$8.26M
AC
475
Annandale Capital
Texas
$8.23M