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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
IPW
826
Impact Partnership Wealth
Georgia
$1.45M +$454K +2,010 +46%
MCWS
827
McKinley Carter Wealth Services
West Virginia
$1.45M +$4.97K +22 +0.3%
DP
828
Dearborn Partners
Illinois
$1.43M -$66.6K -295 -5%
AIM
829
Advyzon Investment Management
Illinois
$1.4M +$752K +3,328 +118%
FWTB
830
First Western Trust Bank
Colorado
$1.4M +$7.23K +32 +0.5%
SAM
831
Smartleaf Asset Management
Massachusetts
$1.39M +$119K +526 +10%
WBC
832
Westpac Banking Corp
Australia
$1.38M +$200K +884 +17%
SC
833
Stance Capital
Massachusetts
$1.38M +$146K +645 +12%
HCM
834
Hutner Capital Management
Vermont
$1.38M +$113K +499 +9%
SC
835
Skylands Capital
Wisconsin
$1.37M +$1.36M +6,025 New
ECM
836
Evergreen Capital Management
Washington
$1.37M +$33.2K +147 +3%
FIA
837
FNY Investment Advisers
New York
$1.37M +$1.35M +6,000 New
RFN
838
RDA Financial Network
Iowa
$1.36M +$59.6K +264 +5%
JCM
839
Jacobi Capital Management
Pennsylvania
$1.36M +$844K +3,737 +167%
EGA
840
Eagle Global Advisors
Texas
$1.36M -$64.1K -284 -5%
DS
841
DRW Securities
Illinois
$1.35M -$424K -1,879 -24%
OC
842
Oppenheimer & Co
New York
$1.35M -$734K -3,250 -35%
MWM
843
Mission Wealth Management
California
$1.34M -$415K -1,836 -24%
ERIC
844
Eagle Rock Investment Company
Georgia
$1.34M
RBA
845
Richard Bernstein Advisors
New York
$1.33M -$146K -647 -10%
SAM
846
Summit Asset Management
Tennessee
$1.33M
CIC
847
Crawford Investment Counsel
Georgia
$1.33M +$10.4K +46 +0.8%
ATS
848
Ashton Thomas Securities
New York
$1.33M +$231K +1,023 +21%
ADL
849
Asset Dedication LLC
California
$1.32M -$9.48K -42 -0.7%
FFM
850
Forum Financial Management
Illinois
$1.32M -$178K -790 -12%