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Progressive

1,514 hedge funds and large institutions have $103B invested in Progressive in 2024 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 625 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+62
Holders Change %
+4.27%
% of All Funds
22.02%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
0.95%
New
155
Increased
625
Reduced
515
Closed
71
Calls
$543M
Puts
$422M
Net Calls
+$120M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
851
Bradley Foster & Sargent
Connecticut
$961K +$237K +1,140 +33%
AFG
852
Atomi Financial Group
New York
$957K +$376K +1,810 +65%
LFA
853
Legacy Financial Advisors
Kentucky
$949K -$1.87K -9 -0.2%
FCP
854
Fidelis Capital Partners
Florida
$931K -$135K -627 -13%
WAM
855
WealthTrust Asset Management
Florida
$923K +$923K +4,445 New
CC
856
Centiva Capital
New York
$919K -$555K -2,671 -38%
BCM
857
BTC Capital Management
Iowa
$914K +$172K +830 +23%
NAS
858
Nicolet Advisory Services
Wisconsin
$905K +$37.8K +180 +4%
IPW
859
Inlet Private Wealth
Florida
$902K
IB
860
Intrust Bank
Kansas
$897K -$8.72K -42 -1%
AT
861
American Trust
Kentucky
$894K -$193K -930 -18%
HSA
862
HBK Sorce Advisory
Pennsylvania
$893K +$21.8K +105 +3%
V
863
ViaWealth
Kansas
$892K -$31.2K -150 -3%
CGL
864
Clarius Group LLC
Washington
$885K -$43.2K -208 -5%
WT
865
Whittier Trust
California
$885K +$77.5K +373 +10%
DC
866
Davenport & Co
Virginia
$875K +$103K +498 +13%
GL
867
Graypoint LLC
New York
$873K +$10.2K +49 +1%
ILI
868
Invesco LLC (Illinois)
Illinois
$869K +$26.4K +127 +3%
WS
869
Wedbush Securities
California
$868K -$11.8K -57 -1%
PCM
870
Penserra Capital Management
California
$857K -$7.9K -38 -0.9%
CFG
871
Cooper Financial Group
California
$856K +$101K +484 +13%
TWM
872
TMD Wealth Management
Arizona
$851K
TC
873
TownSquare Capital
Utah
$850K +$54.8K +264 +7%
TP
874
Tranquility Partners
Tennessee
$847K -$120K -577 -12%
AC
875
ASB Consultores
Florida
$835K -$164K -791 -16%