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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 %
EFG
976
Everhart Financial Group
Ohio
$850K +$52K +217 +7%
CG
977
CFO4Life Group
Texas
$849K -$38.3K -160 -4%
AW
978
Alteri Wealth
California
$848K +$848K +3,538 New
LCGC
979
Legacy Capital Group California
California
$846K +$846K +3,532 New
DWM
980
Defined Wealth Management
Oregon
$846K +$2.64K +11 +0.3%
BOTPPF
981
Board of the Pension Protection Fund
United Kingdom
$839K +$839K +3,500 New
BWP
982
Baldwin Wealth Partners
Massachusetts
$835K -$18.7K -78 -2%
SI
983
Scharf Investments
California
$833K +$38.6K +161 +5%
SWM
984
Seed Wealth Management
Illinois
$824K – – –
PSC
985
Prentiss Smith & Co
Vermont
$822K – – –
IF
986
IRON Financial
Illinois
$820K +$27.8K +116 +4%
JRFS
987
James Reed Financial Services
Ohio
$817K +$817K +3,408 New
KBFS
988
Kohmann Bosshard Financial Services
Ohio
$816K -$47K -196 -5%
FHA
989
Flagship Harbor Advisors
Massachusetts
$814K +$5.03K +21 +0.6%
MA
990
Mutual Advisors
Nebraska
$813K -$11K -45 -1%
BJL
991
Brighton Jones LLC
Washington
$813K +$109K +457 +16%
WIC
992
Woodmont Investment Counsel
Tennessee
$807K +$3.59K +15 +0.4%
AAS
993
Ameritas Advisory Services
Nebraska
$806K +$152K +635 +23%
1WA
994
180 Wealth Advisors
Washington
$806K -$44.1K -184 -5%
EFS
995
Essex Financial Services
Connecticut
$804K -$28.3K -118 -3%
WAM
996
Weiss Asset Management
Massachusetts
$801K +$801K +3,345 New
AC
997
Avestar Capital
New York
$801K +$64.9K +271 +9%
BIG
998
Brooklyn Investment Group
New York
$793K -$4.07K -17 -0.5%
GJWM
999
Gilliland Jeter Wealth Management
Arkansas
$791K -$4.79K -20 -0.6%
VAG
1000
VisionPoint Advisory Group
Texas
$787K -$6.5K -27 -0.8%
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