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Progressive

1,827 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 668 increasing their positions, 714 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 172

16% more call options, than puts

Call options by funds: $589M | Put options by funds: $506M

1.97% more ownership

Funds ownership: 84.81%86.78% (+2%)

2% more funds holding

Funds holding: 1,7981,827 (+29)

6% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 714

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.94B)

10% less funds holding in top 10

Funds holding in top 10: 5247 (-5)

Holders
1,827
Holders Change
+29
Holders Change %
+1.61%
% of All Funds
22.22%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.57%
New
234
Increased
668
Reduced
714
Closed
172
Calls
$589M
Puts
$506M
Net Calls
+$83.4M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
701
Hennessy Advisors Inc
California
$2.46M -$45.2K -200 -2%
AWM
702
AE Wealth Management
Kansas
$2.45M -$118K -521 -5%
AIC
703
Aurora Investment Counsel
Georgia
$2.45M +$2.43M +10,752 New
WP
704
Woodline Partners
California
$2.44M +$2.42M +10,724 New
WIA
705
World Investment Advisors
California
$2.42M +$249K +1,103 +12%
AWM
706
Adams Wealth Management
Utah
$2.41M +$353K +1,563 +17%
WC
707
Westerkirk Capital
$2.41M +$2.39M +10,600 New
MAG
708
Meadowbrook Advisors Group
New Jersey
$2.4M +$2.38M +10,552 New
SIC
709
Sigma Investment Counselors
Michigan
$2.37M -$45.2K -200 -2%
SSWM
710
Smith Salley Wealth Management
North Carolina
$2.37M +$3.61K +16 +0.2%
SC
711
SouthState Corp
Florida
$2.35M +$25.1K +111 +1%
GAM
712
Groupama Asset Management
France
$2.33M -$222K -981 -9%
BOS
713
Bank of Stockton
California
$2.32M +$80.4K +356 +4%
Boston Partners
714
Boston Partners
Massachusetts
$2.32M -$102K -453 -4%
IAA
715
Independent Advisor Alliance
North Carolina
$2.31M -$333K -1,474 -13%
MWM
716
Meridian Wealth Management
Kentucky
$2.3M +$292K +1,295 +15%
WC
717
Waterloo Capital
Texas
$2.29M -$1.13K -5 -0%
BIG
718
Brooklyn Investment Group
New York
$2.28M +$1.15M +5,072 +104%
MGIA
719
Moneta Group Investment Advisors
Missouri
$2.27M -$27.3K -121 -1%
BHPW
720
Beverly Hills Private Wealth
California
$2.26M -$39.7K -176 -2%
EWA
721
EP Wealth Advisors
California
$2.26M +$2.24M +9,909 New
Fisher Asset Management
722
Fisher Asset Management
Washington
$2.26M +$54.2K +240 +2%
DGM
723
Delta Global Management
New York
$2.23M +$2.22M +9,812 New
GIM
724
Guild Investment Management
California
$2.22M +$2.2M +9,750 New
CP
725
CenterBook Partners
Connecticut
$2.22M +$56K +248 +3%