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Progressive

1,806 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 662 increasing their positions, 711 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 711

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.99B)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

Holders
1,806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$589M
Puts
$506M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
951
Bradley Foster & Sargent
Connecticut
$905K
EFG
952
Everhart Financial Group
Ohio
$902K
PWAM
953
Papamarkou Wellner Asset Management
New York
$902K
SFA
954
Souders Financial Advisors
Ohio
$900K
V
955
ViaWealth
Kansas
$898K
WFA
956
Wellspring Financial Advisors
Ohio
$893K
AAS
957
Ameritas Advisory Services
Nebraska
$891K
PPWP
958
Premier Path Wealth Partners
New Jersey
$887K
WCM
959
WealthBridge Capital Management
Ohio
$884K
AO
960
Advisor OS
Illinois
$880K
AC
961
Avestar Capital
New York
$877K
LRWM
962
Lord & Richards Wealth Management
Colorado
$869K
EFS
963
Essex Financial Services
Connecticut
$858K
IWM
964
IHT Wealth Management
Illinois
$858K
VA
965
Valmark Advisers
Ohio
$856K
RA
966
RFG Advisory
Alabama
$854K
BWM
967
BankPlus Wealth Management
Mississippi
$854K
CFC
968
Coyle Financial Counsel
Illinois
$853K
BFG
969
Beacon Financial Group
Texas
$853K
JSSH
970
J. Safra Sarasin Holding
$851K
LTAS
971
Linden Thomas Advisory Services
North Carolina
$851K
MMG
972
Monetary Management Group
Missouri
$844K
NPT
973
Nixon Peabody Trust
Massachusetts
$840K
EC
974
EdgeRock Capital
Colorado
$835K
TA
975
TrueWealth Advisors
Alabama
$833K