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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.53B
2
Viking Global Investors
Viking Global Investors
Connecticut
$521M
3
Artisan Partners
Artisan Partners
Wisconsin
$952M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B
5
SG Americas Securities
SG Americas Securities
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
751
Rinkey Investments
California
$2.05M +$529K +2,207 +35%
CCIA
752
Campbell & Co Investment Adviser
Maryland
$2.04M +$2.04M +8,504 New
MSAM
753
Moloney Securities Asset Management
Missouri
$2.01M -$125K -520 -6%
TH
754
TCTC Holdings
Texas
$2.01M +$479 +2 +0%
OCM
755
Orleans Capital Management
Louisiana
$2M +$565K +2,195 +39%
AF
756
Allworth Financial
California
$2M +$249K +1,043 +14%
LWA
757
Lineweaver Wealth Advisors
Ohio
$1.99M -$2.4K -10 -0.1%
CP
758
CenterBook Partners
Connecticut
$1.96M +$1.59M +6,653 +437%
WCM
759
WealthBridge Capital Management
Ohio
$1.96M -$19.9K -83 -1%
LI
760
LMCG Investments
Massachusetts
$1.93M – – –
SHGA
761
Sand Hill Global Advisors
California
$1.9M -$7.67K -32 -0.4%
WPC
762
Wedmont Private Capital
Pennsylvania
$1.88M +$138K +584 +8%
CNBT
763
Canandaigua National Bank & Trust
New York
$1.87M -$62.8K -262 -3%
SSWM
764
Smith Salley Wealth Management
North Carolina
$1.86M +$320K +1,337 +21%
MA
765
Mezzasalma Advisors
New Jersey
$1.86M +$398K +1,661 +27%
MWM
766
Mission Wealth Management
California
$1.86M -$1.43M -5,971 -44%
GI
767
GAMMA Investing
California
$1.85M +$84.8K +354 +5%
TIAA Trust, National Association
768
TIAA Trust, National Association
North Carolina
$1.85M +$150K +627 +9%
TNAM
769
Terra Nova Asset Management
New York
$1.85M -$18K -75 -1%
CP
770
Cumberland Partners
Ontario, Canada
$1.84M +$283K +1,180 +18%
MWM
771
Meridian Wealth Management
Kentucky
$1.84M -$40.5K -169 -2%
CT
772
Coastline Trust
Rhode Island
$1.83M +$12.5K +52 +0.7%
RWM
773
Ritholtz Wealth Management
New York
$1.83M +$83.6K +349 +5%
TWC
774
TD Waterhouse Canada
Ontario, Canada
$1.82M +$399K +1,663 +28%
SI
775
Sava Infond
Slovenia
$1.8M +$1.8M +7,526 New
29 30
31
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