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Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
1001
Regal Investment Advisors
Michigan
$297K -$64.5K -405 -18%
BWP
1002
Bernardo Wealth Planning
Pennsylvania
$297K +$4.14K +26 +1%
FAFN
1003
First Affirmative Financial Network
Colorado
$295K +$295K +1,854 New
CIP
1004
Convergence Investment Partners
Florida
$291K -$1.59K -10 -0.5%
KC
1005
Knuff & Co
California
$289K
MWM
1006
Modern Wealth Management
Kansas
$289K +$289K +1,814 New
BJL
1007
Brighton Jones LLC
Washington
$288K +$288K +1,811 New
VCA
1008
Verdence Capital Advisors
Maryland
$287K -$3.99M -25,032 -93%
AAS
1009
Ameritas Advisory Services
Nebraska
$287K -$235K -1,445 -45%
PCIG
1010
Partners Capital Investment Group
Massachusetts
$286K -$24.5K -154 -8%
CWM
1011
Curi Wealth Management
North Carolina
$286K -$1.91K -12 -0.7%
LWCFA
1012
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K
PMG
1013
ProVise Management Group
Florida
$283K +$956 +6 +0.3%
SWM
1014
Shelton Wealth Management
Texas
$283K +$283K +1,777 New
RFN
1015
RDA Financial Network
Iowa
$283K -$75.7K -475 -21%
DMBA
1016
Deseret Mutual Benefit Administrators
Utah
$281K -$68.7K -431 -20%
JWS
1017
Juncture Wealth Strategies
Arizona
$280K -$12.1K -76 -4%
BC
1018
Bartlett & Co
Ohio
$279K -$99.9K -630 -26%
EL
1019
EMFO LLC
Florida
$279K
BCWM
1020
Bartlett & Co Wealth Management
Ohio
$279K -$99.8K -630 -26%
BWA
1021
Brave Warrior Advisors
New York
$278K
FFN
1022
Focus Financial Network
Minnesota
$277K +$159 +1 +0.1%
PWMAG
1023
Pinnacle Wealth Management Advisory Group
New Jersey
$277K +$478 +3 +0.2%
RA
1024
Ruggaard & Associates
Ohio
$277K
FHA
1025
First Horizon Advisors
Tennessee
$275K -$25.5K -160 -8%