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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, 717 increasing their positions, 655 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:

9% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 655

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
BFA
601
Beaumont Financial Advisors
Massachusetts
$4.6M
CI
602
Conning Inc
Connecticut
$4.6M
CA
603
Continuum Advisory
Idaho
$4.59M
PA
604
Pinnacle Associates
New York
$4.58M
IA
605
Integrity Alliance
Iowa
$4.57M
GSB
606
Greenfield Savings Bank
Massachusetts
$4.56M
MLFP
607
MPS Loria Financial Planners
Illinois
$4.55M
DCM
608
Donaldson Capital Management
Indiana
$4.54M
KPWS
609
Kestra Private Wealth Services
Texas
$4.52M
WTC
610
WhitTier Trust Company
Nevada
$4.46M
AWM
611
AE Wealth Management
Kansas
$4.45M
CCIA
612
Campbell & Co Investment Adviser
Maryland
$4.44M
EB
613
Eastern Bank
Massachusetts
$4.42M
PS
614
Principal Securities
Iowa
$4.4M
HW
615
Hancock Whitney
Mississippi
$4.37M
B
616
Bailard
California
$4.36M
CWP
617
Cyndeo Wealth Partners
Florida
$4.35M
Lido Advisors
618
Lido Advisors
California
$4.32M
PA
619
Paragon Advisors
Texas
$4.29M
JSSH
620
J. Safra Sarasin Holding
$4.27M
WB
621
WesBanco Bank
West Virginia
$4.26M
MYAM
622
Meiji Yasuda Asset Management
Japan
$4.26M
OTL
623
Oak Thistle LLC
New York
$4.25M
SWA
624
ShankerValleau Wealth Advisors
Illinois
$4.25M
SLT
625
St Louis Trust
Missouri
$4.19M