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Progressive
PGR

Overview Fund Activity

1,749 hedge funds and large institutions have $120B invested in Progressive in 2024 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 676 increasing their positions, 605 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,749
Holders Change
+106
Holders Change %
+6.45%
% of All Funds
23.28%
Holding in Top 10
70
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.39%
% of All Funds
0.93%
New
243
Increased
676
Reduced
605
Closed
111
Calls
$574M
Puts
$504M
Net Calls
+$70.3M
Net Calls Change
-$43.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.12B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$542M
3
GQG Partners
GQG Partners
Florida
+$500M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$371M
5
UBS AM
UBS AM
Illinois
+$219M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$796M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$314M
3
Artisan Partners
Artisan Partners
Wisconsin
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$240M
5
SG Americas Securities
SG Americas Securities
New York
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
851
Farther Finance Advisors
California
$1.32M -$49.8K -208 -4%
BWM
852
Buckley Wealth Management
Nevada
$1.32M -$12K -50 -0.9%
FM
853
Freemont Management
Switzerland
$1.32M – – –
GLR
854
Great Lakes Retirement
Ohio
$1.31M +$8.87K +37 +0.7%
AIA
855
Armor Investment Advisors
North Carolina
$1.3M – – –
EFG
856
Elm3 Financial Group
Georgia
$1.29M +$1.29M +5,396 New
SWP
857
Strategic Wealth Partners
Ohio
$1.29M -$103K -393 -7%
Boston Partners
858
Boston Partners
Massachusetts
$1.28M -$2.29M -9,538 -64%
GWS
859
Greykasell Wealth Strategies
California
$1.28M +$1.28M +5,343 New
PCM
860
Penserra Capital Management
California
$1.28M -$413K -1,727 -24%
CIP
861
Convergence Investment Partners
Florida
$1.28M +$164K +686 +15%
LA
862
Legacy Advisors
Pennsylvania
$1.28M +$433K +1,809 +51%
FT
863
Fiduciary Trust
Massachusetts
$1.28M +$159K +665 +14%
FFM
864
Forum Financial Management
Illinois
$1.27M +$84.1K +351 +7%
DS
865
DRW Securities
Illinois
$1.27M +$1.27M +5,305 New
LFA
866
Legacy Financial Advisors
Kentucky
$1.26M +$119K +496 +10%
NW
867
Naviter Wealth
Arkansas
$1.26M +$1.26M +5,239 New
WA
868
Waverly Advisors
Alabama
$1.25M +$638K +2,663 +104%
TSWM
869
Tyler-Stone Wealth Management
Ohio
$1.25M -$4.55K -19 -0.4%
CIC
870
Crawford Investment Counsel
Georgia
$1.24M +$1.68K +7 +0.1%
XT
871
XTX Topco
Cayman Islands
$1.24M +$1.24M +5,185 New
RP
872
Riverwater Partners
Wisconsin
$1.24M -$210K -875 -14%
AI
873
AXS Investments
New York
$1.23M -$181K -755 -13%
GA
874
GoalVest Advisory
New York
$1.23M +$1.23M +5,114 New
AFG
875
Atomi Financial Group
New York
$1.22M +$65.7K +274 +6%
33 34
35
36 37