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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, 718 increasing their positions, 654 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+74
Holders Change %
+4.23%
% of All Funds
24.76%
Holding in Top 10
96
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+37.14%
% of All Funds
1.3%
New
231
Increased
718
Reduced
654
Closed
124
Calls
$502M
Puts
$465M
Net Calls
+$36.9M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
976
Mutual Advisors
Nebraska
$1.06M +$178K +670 +20%
BWM
977
BankPlus Wealth Management
Mississippi
$1.05M -$23.8K -84 -2%
NL
978
NWAM LLC
Washington
$1.04M +$6.51K +23 +0.6%
ICP
979
Impact Capital Partners
Colorado
$1.04M -$31.7K -112 -3%
EFS
980
Essex Financial Services
Connecticut
$1.04M +$88.9K +314 +9%
BFG
981
Beacon Financial Group
Texas
$1.04M +$11K +39 +1%
TCPG
982
Trivant Custom Portfolio Group
California
$1.03M +$1.03M +3,655 New
BIG
983
Brooklyn Investment Group
New York
$1.03M +$95.4K +337 +10%
KP
984
Keel Point
Alabama
$1.03M +$145K +512 +16%
CG
985
CFO4Life Group
Texas
$1.02M +$20.9K +74 +2%
EI
986
Ellevest Inc
New York
$1.02M -$7.92K -28 -0.8%
IC
987
Iconiq Capital
California
$1.02M -$150K -531 -13%
SMA
988
Sage Mountain Advisors
Georgia
$1.01M +$101K +358 +11%
DWM
989
Defined Wealth Management
Oregon
$1,000K +$849 +3 +0.1%
LWL
990
Leo Wealth LLC
Texas
$999K +$195K +688 +24%
IWA
991
Icon Wealth Advisors
Texas
$987K +$75.3K +266 +8%
HCM
992
Hutner Capital Management
Vermont
$987K +$987K +3,487 New
TCM
993
Twin Capital Management
Pennsylvania
$984K +$984K +3,477 New
VIS
994
Vega Investment Solutions
France
$973K +$973K +3,453 New
SWM
995
Seed Wealth Management
Illinois
$973K
PSC
996
Prentiss Smith & Co
Vermont
$970K
DEM
997
Disciplined Equity Management
Florida
$968K -$84.9K -300 -8%
JRFS
998
James Reed Financial Services
Ohio
$964K
KBFS
999
Kohmann Bosshard Financial Services
Ohio
$963K
IWM
1000
IHT Wealth Management
Illinois
$961K +$152K +536 +19%