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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
851
Clearstead Trust
Maine
$562K +$289K +1,816 +106%
OTPPB
852
Ontario Teachers' Pension Plan Board
Ontario, Canada
$560K +$179K +1,122 +47%
VDI
853
Vaughan David Investments
Illinois
$559K -$27.9K -175 -5%
WS
854
Wedbush Securities
California
$558K -$16.6K -104 -3%
DWM
855
Defined Wealth Management
Oregon
$556K -$32.3K -203 -5%
SWM
856
Seed Wealth Management
Illinois
$556K
PAM
857
Peak Asset Management
Colorado
$555K
IAA
858
Independent Advisor Alliance
North Carolina
$548K +$10.2K +64 +2%
PSC
859
Prentiss Smith & Co
Vermont
$546K
USCWA
860
U.S. Capital Wealth Advisors
Texas
$546K -$66.7K -419 -11%
IWM
861
IHT Wealth Management
Illinois
$541K +$1.27K +8 +0.2%
EI
862
Ellevest Inc
New York
$540K -$21.5K -135 -4%
BWP
863
Baldwin Wealth Partners
Massachusetts
$538K +$33.4K +210 +7%
WIC
864
Woodmont Investment Counsel
Tennessee
$537K +$35.7K +224 +7%
AWM
865
Angeles Wealth Management
California
$533K +$1.59K +10 +0.3%
BWG
866
Balanced Wealth Group
Ohio
$532K +$532K +3,339 New
CWM
867
Circle Wealth Management
New Jersey
$530K +$42.2K +265 +9%
PCG
868
Prosperity Consulting Group
Maryland
$526K -$14.7K -92 -3%
HIM
869
Hillsdale Investment Management
Ontario, Canada
$526K +$526K +3,300 New
O3W
870
Omni 360 Wealth
New Jersey
$524K +$524K +3,292 New
NB
871
Northwest Bancshares
Pennsylvania
$521K -$14.3K -90 -3%
CFFP
872
Center for Financial Planning
Michigan
$519K
CIAS
873
Capital Investment Advisory Services
North Carolina
$519K -$10.8K -68 -2%
FRM
874
Fox Run Management
Connecticut
$515K +$515K +3,232 New
PWM
875
Perigon Wealth Management
California
$515K +$11.2K +70 +2%