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Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.29%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$12.6B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.76B
3
GQG Partners
3
GQG Partners
Florida
$1.24B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.45B
5
UBS AM
5
UBS AM
Illinois
$1.43B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.53B
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$521M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$952M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.37B
5
SG Americas Securities
5
SG Americas Securities
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
526
HB Wealth Management
Georgia
$5.65M +$786K +3,281 +16%
MF
527
Magnetar Financial
Illinois
$5.63M +$1.88M +7,866 +50%
Lido Advisors
528
Lido Advisors
California
$5.62M +$3.2M +13,368 +132%
ASN
529
Advisory Services Network
Georgia
$5.59M +$1.32M +5,501 +31%
ETC
530
Exchange Traded Concepts
Oklahoma
$5.57M +$2.82M +11,753 +102%
VCM
531
Vision Capital Management
Oregon
$5.56M +$6.47K +27 +0.1%
EB
532
Eastern Bank
Massachusetts
$5.43M -$832K -3,472 -13%
CAM
533
Carret Asset Management
New York
$5.39M +$24K +100 +0.4%
Jones Financial Companies
534
Jones Financial Companies
Missouri
$5.39M +$1.68M +7,032 +45%
MOS
535
MGO One Seven
Ohio
$5.32M -$9.35K -39 -0.2%
SWA
536
Strata Wealth Advisors
Texas
$5.25M +$1.92K +8 +0%
SCTC
537
Sanibel Captiva Trust Company
Florida
$5.23M +$871K +3,637 +20%
WPW
538
Waldron Private Wealth
Pennsylvania
$5.13M +$64.7K +270 +1%
SCM
539
Sterling Capital Management
North Carolina
$5.1M +$302K +1,261 +6%
ET
540
Entropy Technologies
New York
$5.05M +$340K +1,418 +7%
P
541
&Partners
Tennessee
$4.94M +$1.19M +4,937 +32%
GH
542
GAM Holding
Switzerland
$4.94M -$285K -1,189 -5%
CI
543
Conning Inc
Connecticut
$4.92M +$58K +242 +1%
SFP
544
Shepherd Financial Partners
Massachusetts
$4.87M +$38.3K +160 +0.8%
VIM
545
Vinva Investment Management
Australia
$4.8M -$3.83K -16 -0.1%
CCA
546
Covey Capital Advisors
Georgia
$4.78M -$468K -1,952 -9%
FNT
547
First National Trust
Pennsylvania
$4.78M +$4.1M +17,132 +608%
AWS
548
Atria Wealth Solutions
New York
$4.76M -$2.23M -9,301 -32%
EF
549
Empirical Finance
Pennsylvania
$4.76M -$58.5K -244 -1%
O
550
Ossiam
France
$4.73M +$918K +3,832 +24%
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