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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, 717 increasing their positions, 655 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 655

8% more call options, than puts

Call options by funds: $502M | Put options by funds: $465M

0.88% less ownership

Funds ownership: 85.83%84.94% (-0.88%)

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502M
Puts
$465M
Net Calls
Net Calls Change

Top Buyers

1 +$898M
2 +$686M
3 +$667M
4
Morgan Stanley
Morgan Stanley
New York
+$580M
5
DZ Bank
DZ Bank
Germany
+$479M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
976
Mutual Advisors
Nebraska
$1.06M
BWM
977
BankPlus Wealth Management
Mississippi
$1.05M
NL
978
NWAM LLC
Washington
$1.04M
ICP
979
Impact Capital Partners
Colorado
$1.04M
EFS
980
Essex Financial Services
Connecticut
$1.04M
BFG
981
Beacon Financial Group
Texas
$1.04M
TCPG
982
Trivant Custom Portfolio Group
California
$1.03M
BIG
983
Brooklyn Investment Group
New York
$1.03M
KP
984
Keel Point
Alabama
$1.03M
CG
985
CFO4Life Group
Texas
$1.02M
EI
986
Ellevest Inc
New York
$1.02M
IC
987
Iconiq Capital
California
$1.02M
SMA
988
Sage Mountain Advisors
Georgia
$1.01M
DWM
989
Defined Wealth Management
Oregon
$1,000K
LWL
990
Leo Wealth LLC
Texas
$999K
IWA
991
Icon Wealth Advisors
Texas
$987K
HCM
992
Hutner Capital Management
Vermont
$987K
TCM
993
Twin Capital Management
Pennsylvania
$984K
VIS
994
Vega Investment Solutions
France
$973K
SWM
995
Seed Wealth Management
Illinois
$973K
PSC
996
Prentiss Smith & Co
Vermont
$970K
DEM
997
Disciplined Equity Management
Florida
$968K
JRFS
998
James Reed Financial Services
Ohio
$964K
KBFS
999
Kohmann Bosshard Financial Services
Ohio
$963K
IWM
1000
IHT Wealth Management
Illinois
$961K