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Progressive

1,827 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 668 increasing their positions, 714 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 172

16% more call options, than puts

Call options by funds: $589M | Put options by funds: $506M

1.97% more ownership

Funds ownership: 84.81%86.78% (+2%)

2% more funds holding

Funds holding: 1,7981,827 (+29)

6% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 714

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.94B)

10% less funds holding in top 10

Funds holding in top 10: 5247 (-5)

Holders
1,827
Holders Change
+29
Holders Change %
+1.61%
% of All Funds
22.22%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.57%
New
234
Increased
668
Reduced
714
Closed
172
Calls
$589M
Puts
$506M
Net Calls
+$83.4M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
951
Naviter Wealth
Arkansas
$936K -$464K -2,056 -33%
PWPS
952
Pinnacle Wealth Planning Services
Ohio
$935K +$64.1K +284 +7%
CFA
953
CWS Financial Advisors
Michigan
$933K +$71.8K +318 +8%
CCP
954
Cassia Capital Partners
North Carolina
$923K -$88.8K -393 -9%
AUB
955
Atlantic Union Bankshares
Virginia
$916K -$6.32K -28 -0.7%
FM
956
Foster & Motley
Ohio
$912K -$4.97K -22 -0.5%
CA
957
Cullinan Associates
Kentucky
$911K
LIM
958
Letson Investment Management
Georgia
$911K
IB
959
Intrust Bank
Kansas
$907K -$43.8K -194 -5%
BFS
960
Bradley Foster & Sargent
Connecticut
$905K +$2.26K +10 +0.3%
EFG
961
Everhart Financial Group
Ohio
$902K -$140K -618 -13%
PWAM
962
Papamarkou Wellner Asset Management
New York
$902K +$894K +3,959 New
SFA
963
Souders Financial Advisors
Ohio
$900K +$247K +1,094 +38%
V
964
ViaWealth
Kansas
$898K -$63K -279 -7%
WFA
965
Wellspring Financial Advisors
Ohio
$893K +$884K +3,915 New
AAS
966
Ameritas Advisory Services
Nebraska
$891K +$793K +3,511 +871%
PPWP
967
Premier Path Wealth Partners
New Jersey
$887K -$22.4K -99 -2%
WCM
968
WealthBridge Capital Management
Ohio
$884K -$989K -4,381 -53%
AO
969
Advisor OS
Illinois
$880K -$111K -491 -11%
AC
970
Avestar Capital
New York
$877K -$17.6K -78 -2%
LRWM
971
Lord & Richards Wealth Management
Colorado
$869K -$635K -2,813 -42%
EFS
972
Essex Financial Services
Connecticut
$858K -$1.35K -6 -0.2%
IWM
973
IHT Wealth Management
Illinois
$858K -$301K -1,332 -26%
VA
974
Valmark Advisers
Ohio
$856K -$28K -124 -3%
RA
975
RFG Advisory
Alabama
$854K -$342K -1,513 -29%