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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
KIM
926
Kane Investment Management
California
$1.22M
BFS
927
Bradley Foster & Sargent
Connecticut
$1.22M
LTAS
928
Linden Thomas Advisory Services
North Carolina
$1.21M
LPT
929
Legacy Private Trust
Wisconsin
$1.21M
PCA
930
Pallas Capital Advisors
Massachusetts
$1.21M
GVAG
931
Great Valley Advisor Group
Delaware
$1.21M
AC
932
Avestar Capital
New York
$1.2M
V
933
ViaWealth
Kansas
$1.2M
JF
934
JSF Financial
California
$1.2M
CA
935
Commerzbank Aktiengesellschaft
Germany
$1.2M
EWM
936
Empirical Wealth Management
Washington
$1.19M
CP
937
Clarendon Private
Massachusetts
$1.19M
BTI
938
Blue Trust Inc
Georgia
$1.18M
RWP
939
RWA Wealth Partners
Massachusetts
$1.18M
MSA
940
Marino Stram & Associates
Massachusetts
$1.18M
KNW
941
Kesler Norman & Wride
Utah
$1.18M
BIG
942
Brookwood Investment Group
Arizona
$1.17M
BC
943
Burney Company
Virginia
$1.17M
JSL
944
JT Stratford LLC
Georgia
$1.17M
SWM
945
Shelton Wealth Management
Texas
$1.16M
CGL
946
Clarius Group LLC
Washington
$1.16M
EWA
947
EP Wealth Advisors
California
$1.16M
AWM
948
Angeles Wealth Management
California
$1.15M
II
949
Impact Investors
California
$1.15M
HSA
950
HBK Sorce Advisory
Pennsylvania
$1.15M