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Progressive
PGR

Overview Fund Activity

1,876 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 774 increasing their positions, 651 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+53
Holders Change %
+2.91%
% of All Funds
25.14%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.06%
New
200
Increased
774
Reduced
651
Closed
116
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$746M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$723M
4
Capital International Investors
Capital International Investors
California
+$595M
5
Capital World Investors
Capital World Investors
California
+$242M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$711M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$570M
4
DZ Bank
DZ Bank
Germany
-$520M
5
Principal Financial Group
Principal Financial Group
Iowa
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
826
TFR Capital
Texas
$2.03M +$35K +131 +2%
FFA
827
Farther Finance Advisors
California
$2.03M +$323K +1,212 +19%
IWA
828
Icon Wealth Advisors
Texas
$2.02M +$1.09M +4,083 +117%
TNAM
829
Terra Nova Asset Management
New York
$2.02M -$6.14K -23 -0.3%
HA
830
Harfst & Associates
Wyoming
$2.02M -$299K -1,121 -13%
AWA
831
Aaron Wealth Advisors
Illinois
$2.02M +$147K +551 +8%
FWM
832
ForthRight Wealth Management
Georgia
$2.01M – – –
DAS
833
Dynamic Advisor Solutions
Arizona
$2.01M +$1.73M +6,465 +599%
IW
834
IronOak Wealth
Texas
$1.99M +$1.99M +7,439 New
AAIS
835
ABN AMRO Investment Solutions
$1.96M -$253K -947 -11%
CWM
836
Cabot Wealth Management
Massachusetts
$1.96M +$1.96M +7,327 New
Capstone Investment Advisors
837
Capstone Investment Advisors
New York
$1.95M +$1.95M +7,315 New
PSP
838
Pacific Sage Partners
Washington
$1.95M +$6.94K +26 +0.4%
TIAA Trust, National Association
839
TIAA Trust, National Association
North Carolina
$1.93M -$119K -445 -6%
EH
840
Equitable Holdings
New York
$1.92M +$356K +1,335 +23%
PCM
841
Penserra Capital Management
California
$1.9M +$867K +3,250 +84%
LF
842
Lantz Financial
Illinois
$1.89M -$18.7K -70 -1%
WA
843
Waterford Advisors
New York
$1.88M +$1.88M +199,090 New
SWP
844
Sagespring Wealth Partners
Tennessee
$1.88M +$46.7K +175 +3%
HIC
845
Harvey Investment Company
Kentucky
$1.87M – – –
FTWA
846
Fifth Third Wealth Advisors
Ohio
$1.87M -$73.4K -275 -4%
TSMHT
847
Thurston Springer Miller Herd & Titak
Indiana
$1.85M +$223K +836 +14%
GIM
848
Generali Investments Management
Slovenia
$1.84M +$1.84M +6,921 New
MWM
849
Mission Wealth Management
California
$1.84M +$267 +1 +0%
Loomis, Sayles & Company
850
Loomis, Sayles & Company
Massachusetts
$1.84M -$84.6K -317 -4%
32 33
34
35 36