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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 %
ECM
876
Evergreen Capital Management
Washington
$1.22M +$3.83K +16 +0.3%
CAM
877
Congress Asset Management
Massachusetts
$1.21M – – –
CI
878
CX Institutional
Indiana
$1.21M +$217K +907 +22%
PA
879
Procyon Advisors
Connecticut
$1.21M +$45K +188 +4%
SPC
880
Sigma Planning Corp
Michigan
$1.2M -$176K -736 -13%
PFBT
881
Parkside Financial Bank & Trust
Missouri
$1.2M +$4.07K +17 +0.3%
PWM
882
Proathlete Wealth Management
Florida
$1.2M -$1.92K -8 -0.2%
GFA
883
Gifford Fong Associates
California
$1.2M – – –
VCM
884
Verde Capital Management
Michigan
$1.2M +$1.2M +4,999 New
CIA
885
Compass Ion Advisors
Pennsylvania
$1.2M +$9.59K +40 +0.8%
YC
886
Yarbrough Capital
Tennessee
$1.19M – – –
LC
887
Lindbrook Capital
California
$1.19M -$64.7K -270 -5%
ACM
888
Advisors Capital Management
New Jersey
$1.19M -$55.1K -230 -4%
DC
889
Davenport & Co
Virginia
$1.16M +$77.1K +328 +7%
NAS
890
Nicolet Advisory Services
Wisconsin
$1.16M +$99.7K +423 +9%
NFA
891
Northern Financial Advisors
Michigan
$1.15M -$1.2K -5 -0.1%
IA
892
IFP Advisors
Florida
$1.15M +$115K +478 +11%
KIA
893
Knollwood Investment Advisory
Maryland
$1.14M – – –
BRWA
894
B. Riley Wealth Advisors
Florida
$1.13M -$73.3K -306 -6%
SLI
895
Sumitomo Life Insurance
Japan
$1.13M -$34K -142 -3%
VEA
896
Virtus ETF Advisers
New York
$1.13M +$146K +608 +15%
CBUSF
897
Construction & Building Unions Superannuation Fund
Australia
$1.13M +$1.13M +4,700 New
APW
898
Acima Private Wealth
Virginia
$1.12M – – –
GL
899
Graypoint LLC
New York
$1.12M -$12.5K -52 -1%
CFP
900
Catalyst Financial Partners
Massachusetts
$1.12M +$3.12K +13 +0.3%
34 35
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