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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 %
MLFP
601
MPS Loria Financial Planners
Illinois
$3.85M -$144K -600 -4%
SWM
602
Sugarloaf Wealth Management
Georgia
$3.83M -$665K -2,776 -15%
MYAM
603
Meiji Yasuda Asset Management
Japan
$3.82M -$41.5K -173 -1%
SSCM
604
Sovereign's Capital Management
Georgia
$3.81M +$3.81M +15,897 New
HW
605
Hancock Whitney
Mississippi
$3.79M -$237K -988 -6%
NRD
606
Nebula Research & Development
New York
$3.78M +$3.78M +15,771 New
FHB
607
First Hawaiian Bank
Hawaii
$3.78M -$165K -688 -4%
CA
608
Continuum Advisory
Idaho
$3.77M +$154K +642 +4%
SC
609
Sepio Capital
Utah
$3.74M -$309K -1,290 -8%
KPWS
610
Kestra Private Wealth Services
Texas
$3.74M +$1.24M +5,171 +50%
CFSG
611
Community Financial Services Group
Vermont
$3.68M +$82.2K +343 +2%
PA
612
Paragon Advisors
Texas
$3.62M -$294K -1,229 -8%
WB
613
WesBanco Bank
West Virginia
$3.62M -$28.3K -118 -0.8%
SWA
614
ShankerValleau Wealth Advisors
Illinois
$3.59M – – –
FPW
615
Fairvoy Private Wealth
Alabama
$3.59M +$3.59M +14,981 New
OC
616
Oppenheimer & Co
New York
$3.58M +$1.65M +6,901 +86%
BPC
617
Banque Pictet & Cie
Switzerland
$3.58M +$252K +1,050 +8%
DCM
618
Donaldson Capital Management
Indiana
$3.57M -$62.3K -260 -2%
B
619
Bailard
California
$3.56M -$120K -502 -3%
SLT
620
St Louis Trust
Missouri
$3.55M – – –
JSSH
621
J. Safra Sarasin Holding
$3.51M -$478K -1,993 -12%
TBC
622
Tweedy, Browne Co
Connecticut
$3.49M -$1.51M -6,305 -30%
PSB
623
Passumpsic Savings Bank
Vermont
$3.49M +$3.49M +14,553 New
AGA
624
Accuvest Global Advisors
Utah
$3.47M +$3.47M +14,404 New
AG
625
Algert Global
California
$3.47M +$177K +738 +5%
23 24
25
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