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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 %
SWM
951
Shelton Wealth Management
Texas
$922K +$50.1K +209 +6%
DAS
952
Dynamic Advisor Solutions
Arizona
$915K -$23.2K -97 -2%
SOS
953
Silver Oak Securities
Tennessee
$914K -$266K -1,109 -23%
JF
954
JSF Financial
California
$910K +$39.3K +164 +5%
ICP
955
Impact Capital Partners
Colorado
$909K +$909K +3,793 New
BWM
956
BankPlus Wealth Management
Mississippi
$908K +$908K +3,788 New
SFFS
957
Stonehage Fleming Financial Services
Jersey
$906K -$240 -1 -0%
PCG
958
Prosperity Consulting Group
Maryland
$906K +$27.1K +113 +3%
HWM
959
Hohimer Wealth Management
Washington
$905K +$5.51K +23 +0.6%
HCM
960
Howard Capital Management
Georgia
$905K +$43.6K +182 +5%
PCM
961
Prelude Capital Management
New York
$904K +$398K +1,661 +79%
IAN
962
Integrated Advisors Network
Texas
$904K -$87.4K -365 -9%
CAMG
963
CWA Asset Management Group
Florida
$902K +$37.6K +157 +4%
NPT
964
Nixon Peabody Trust
Massachusetts
$900K +$23K +96 +3%
DEM
965
Disciplined Equity Management
Florida
$891K – – –
KNW
966
Kesler Norman & Wride
Utah
$885K +$9.59K +40 +1%
NL
967
NWAM LLC
Washington
$877K -$240 -1 -0%
SAM
968
Synergy Asset Management
Washington
$875K +$438K +1,773 +100%
EI
969
Ellevest Inc
New York
$874K +$12.9K +54 +2%
VFA
970
Valeo Financial Advisors
Indiana
$871K -$79.1K -330 -8%
AC
971
AXQ Capital
New Jersey
$871K -$35.2K -147 -4%
KIM
972
Kane Investment Management
California
$869K +$869K +3,625 New
BFG
973
Beacon Financial Group
Texas
$867K -$3.36K -14 -0.4%
FDS
974
Freedom Day Solutions
Texas
$859K -$8.39K -35 -1%
AWA
975
Arkadios Wealth Advisors
Georgia
$854K +$76.2K +318 +10%
37 38
39
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