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Progressive

1,165 hedge funds and large institutions have $70.3B invested in Progressive in 2023 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 434 increasing their positions, 455 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,165
Holders Change
-9
Holders Change %
-0.77%
% of All Funds
18.57%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.67%
New
107
Increased
434
Reduced
455
Closed
100
Calls
$574M
Puts
$281M
Net Calls
+$293M
Net Calls Change
+$214M
Name Holding Trade Value Shares
Change
Shares
Change %
WS
776
Wedbush Securities
California
$502K +$42K +302 +9%
KBFS
777
Kohmann Bosshard Financial Services
Ohio
$501K
CIA
778
Choate Investment Advisors
Massachusetts
$496K +$185K +1,331 +60%
SI
779
Scharf Investments
California
$494K -$39.4K -283 -7%
EI
780
Ellevest Inc
New York
$491K -$30.2K -217 -6%
NWMG
781
National Wealth Management Group
Ohio
$485K +$485K +3,485 New
PAM
782
Peak Asset Management
Colorado
$485K
ILI
783
Invesco LLC (Illinois)
Illinois
$483K +$50.3K +361 +12%
AWM
784
Axxcess Wealth Management
California
$481K +$2.93K +21 +0.6%
SWM
785
Seed Wealth Management
Illinois
$479K
VFA
786
Voya Financial Advisors
Connecticut
$479K -$18.4K -131 -4%
PSC
787
Prentiss Smith & Co
Vermont
$478K
QI
788
Qtron Investments
Massachusetts
$474K -$16.2K -116 -3%
PCG
789
Prosperity Consulting Group
Maryland
$473K -$6.13K -44 -1%
SIM
790
Sentry Investment Management
Wisconsin
$473K -$100K -722 -18%
IWM
791
IHT Wealth Management
Illinois
$473K +$16K +115 +4%
IAA
792
Independent Advisor Alliance
North Carolina
$470K -$14.6K -105 -3%
WDA
793
Wendell David Associates
New Hampshire
$470K -$52.6K -378 -10%
NB
794
Northwest Bancshares
Pennsylvania
$468K -$1.53K -11 -0.3%
BFS
795
Bradley Foster & Sargent
Connecticut
$468K
AWM
796
Angeles Wealth Management
California
$465K -$1.23M -8,818 -73%
CIAS
797
Capital Investment Advisory Services
North Carolina
$463K -$147K -1,058 -24%
FCP
798
Fidelis Capital Partners
Florida
$454K +$139 +1 +0%
CFFP
799
Center for Financial Planning
Michigan
$454K
FFA
800
First Foundation Advisors
California
$449K +$115K +829 +35%