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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 %
BHPW
676
Beverly Hills Private Wealth
California
$2.89M -$101K -420 -3%
CAM
677
Cresset Asset Management
Illinois
$2.87M -$8.64M -36,046 -75%
LA
678
Lindenwold Advisors
Pennsylvania
$2.86M -$121K -506 -4%
SAW
679
Signal Advisors Wealth
Michigan
$2.85M +$847K +3,534 +42%
LCM
680
Liberty Capital Management
Michigan
$2.84M – – –
QAM
681
Q3 Asset Management
Michigan
$2.82M +$191K +799 +7%
SWM
682
Spire Wealth Management
Virginia
$2.82M +$837K +3,492 +42%
JGCM
683
Joseph Group Capital Management
Ohio
$2.79M +$323K +1,346 +13%
AWP
684
Accretive Wealth Partners
New Jersey
$2.79M -$73.8K -308 -3%
CI
685
Carroll Investors
South Carolina
$2.78M – – –
BOC
686
Barbara Oil Co
Illinois
$2.78M – – –
SIC
687
Sigma Investment Counselors
Michigan
$2.77M – – –
TG
688
TCW Group
California
$2.76M +$49.6K +207 +2%
PAG
689
Private Advisor Group
New Jersey
$2.74M -$121K -504 -4%
OL
690
Optas LLC
Texas
$2.74M +$41.7K +174 +2%
SC
691
Scotia Capital
Ontario, Canada
$2.73M +$692K +2,890 +34%
JG
692
Jain Global
New York
$2.67M +$2.67M +11,160 New
LWAM
693
Legacy Wealth Asset Management
Minnesota
$2.67M -$130K -543 -5%
CWP
694
Cyndeo Wealth Partners
Florida
$2.67M +$274K +1,145 +11%
BP
695
Ballentine Partners
Massachusetts
$2.66M -$17K -71 -0.6%
MFIM
696
Mesirow Financial Investment Management
Illinois
$2.65M +$55.9K +233 +2%
HCM
697
Highview Capital Management
Illinois
$2.65M +$81.2K +339 +3%
NCGI
698
Next Century Growth Investors
Minnesota
$2.64M -$393K -1,640 -13%
AWM
699
Accurate Wealth Management
Florida
$2.64M -$75.4K -320 -3%
TBC
700
Ted Buchan & Co
California
$2.63M +$305K +1,272 +13%
26 27
28
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