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Progressive

1,823 hedge funds and large institutions have $141B invested in Progressive in 2025 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 717 increasing their positions, 655 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 655

8% more call options, than puts

Call options by funds: $502M | Put options by funds: $465M

0.88% less ownership

Funds ownership: 85.83%84.94% (-0.88%)

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502M
Puts
$465M
Net Calls
Net Calls Change

Top Buyers

1 +$898M
2 +$686M
3 +$667M
4
Morgan Stanley
Morgan Stanley
New York
+$580M
5
DZ Bank
DZ Bank
Germany
+$479M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
851
Buckley Wealth Management
Nevada
$1.58M
WI
852
WBI Investments
New Jersey
$1.57M
OCBCO
853
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.56M
AIA
854
Armor Investment Advisors
North Carolina
$1.54M
GLR
855
Great Lakes Retirement
Ohio
$1.54M
AFG
856
Atomi Financial Group
New York
$1.53M
NAS
857
Nicolet Advisory Services
Wisconsin
$1.53M
PFP
858
Pinnacle Financial Partners
Tennessee
$1.53M
FFM
859
Forum Financial Management
Illinois
$1.52M
CFO
860
Callan Family Office
Pennsylvania
$1.52M
CI
861
CX Institutional
Indiana
$1.52M
GWS
862
Greykasell Wealth Strategies
California
$1.51M
NW
863
Naviter Wealth
Arkansas
$1.5M
TSWM
864
Tyler-Stone Wealth Management
Ohio
$1.5M
GA
865
GoalVest Advisory
New York
$1.5M
NP
866
Nilsine Partners
Colorado
$1.5M
ACM
867
Advisors Capital Management
New Jersey
$1.48M
ECM
868
Evergreen Capital Management
Washington
$1.48M
SF
869
Synovus Financial
Georgia
$1.48M
FB
870
Fulton Bank
Pennsylvania
$1.47M
LC
871
Lindbrook Capital
California
$1.47M
CCS
872
Concentric Capital Strategies
Connecticut
$1.47M
CIC
873
Crawford Investment Counsel
Georgia
$1.47M
AO
874
Advisor OS
Illinois
$1.46M
ATPW
875
Ashton Thomas Private Wealth
Arizona
$1.46M