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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
CIA
901
Compass Ion Advisors
Pennsylvania
$1.36M
EFG
902
Elm3 Financial Group
Georgia
$1.35M
KIA
903
Knollwood Investment Advisory
Maryland
$1.35M
NFA
904
Northern Financial Advisors
Michigan
$1.35M
FPAS
905
Focus Partners Advisor Solutions
Missouri
$1.34M
CFP
906
Catalyst Financial Partners
Massachusetts
$1.34M
WA
907
WP Advisors
California
$1.33M
PWM
908
Perigon Wealth Management
California
$1.33M
CH
909
Canton Hathaway
Rhode Island
$1.33M
AI
910
AXS Investments
New York
$1.33M
APW
911
Acima Private Wealth
Virginia
$1.32M
SLI
912
Sumitomo Life Insurance
Japan
$1.32M
BAM
913
Belpointe Asset Management
Nevada
$1.32M
GP
914
Geneva Partners
Wisconsin
$1.31M
GL
915
Graypoint LLC
New York
$1.31M
GIA
916
Gateway Investment Advisers
Ohio
$1.3M
AIM
917
Allen Investment Management
New York
$1.29M
SAM
918
Secure Asset Management
Michigan
$1.29M
IB
919
Intrust Bank
Kansas
$1.27M
ATS
920
Ashton Thomas Securities
New York
$1.26M
LRWM
921
Lord & Richards Wealth Management
Colorado
$1.25M
SPC
922
Sigma Planning Corp
Michigan
$1.24M
SAM
923
Smartleaf Asset Management
Massachusetts
$1.23M
IPW
924
Inlet Private Wealth
Florida
$1.23M
ACIM
925
Azimuth Capital Investment Management
Michigan
$1.23M