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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
BWM
976
BankPlus Wealth Management
Mississippi
$854K -$19.9K -88 -2%
CFC
977
Coyle Financial Counsel
Illinois
$853K -$122K -542 -13%
BFG
978
Beacon Financial Group
Texas
$853K +$6.55K +29 +0.8%
JSSH
979
J. Safra Sarasin Holding
$851K +$54.9K +243 +7%
LTAS
980
Linden Thomas Advisory Services
North Carolina
$851K -$16K -71 -2%
MMG
981
Monetary Management Group
Missouri
$844K -$5.65K -25 -0.7%
NPT
982
Nixon Peabody Trust
Massachusetts
$840K -$21.2K -94 -2%
EC
983
EdgeRock Capital
Colorado
$835K -$55.8K -247 -6%
TA
984
TrueWealth Advisors
Alabama
$833K +$16.7K +74 +2%
CG
985
CFO4Life Group
Texas
$832K +$54K +239 +7%
II
986
Impact Investors
California
$831K -$37.3K -165 -4%
CFG
987
Cooper Financial Group
California
$826K +$18.3K +81 +2%
IFA
988
Index Fund Advisors
California
$823K -$677 -3 -0.1%
WA
989
Waddell & Associates
Tennessee
$823K +$193K +853 +31%
CB
990
CNB Bank
Pennsylvania
$820K -$125K -555 -13%
FCBT
991
First Citizens Bank & Trust
North Carolina
$819K +$26.9K +119 +3%
BAMCO Inc
992
BAMCO Inc
New York
$815K -$682K -3,020 -46%
EPW
993
Evolve Private Wealth
California
$813K +$806K +3,568 New
PCG
994
Prosperity Consulting Group
Maryland
$810K +$2.26K +10 +0.3%
TI
995
TrueMark Investments
Illinois
$808K +$801K +3,549 New
BA
996
Bridgewater Advisors
New York
$807K +$16.7K +74 +2%
SFFS
997
Stonehage Fleming Financial Services
Jersey
$805K
AG
998
AlTi Global
New York
$804K -$4.75M -21,021 -86%
ONB
999
Old National Bancorp
Indiana
$803K +$131K +579 +20%
CP
1000
Castleview Partners
Texas
$800K +$310K +1,371 +64%