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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 %
WFI
1001
West Family Investments
California
$787K +$1.44K +6 +0.2%
FPAS
1002
Focus Partners Advisor Solutions
Missouri
$786K -$102K -426 -11%
CIAS
1003
Capital Investment Advisory Services
North Carolina
$780K – – –
CFA
1004
CWS Financial Advisors
Michigan
$780K +$180K +752 +30%
HFA
1005
Harbert Fund Advisors
Alabama
$779K +$300K +1,250 +63%
GVAG
1006
Great Valley Advisor Group
Delaware
$778K +$110K +459 +16%
BTI
1007
Blue Trust Inc
Georgia
$776K -$594K -2,481 -43%
SMA
1008
Sage Mountain Advisors
Georgia
$773K +$25.6K +107 +3%
IWA
1009
Icon Wealth Advisors
Texas
$772K +$184K +766 +31%
DWA
1010
Douglass Winthrop Advisors
New York
$772K +$479K +2,000 +164%
CG
1011
Clarus Group
Texas
$765K -$229K -955 -23%
OFS
1012
OneAscent Financial Services
Alabama
$765K +$205K +857 +37%
CIS
1013
Capital International Sarl
California
$764K +$57.3K +239 +8%
AWM
1014
Avior Wealth Management
Nebraska
$762K -$9.83K -41 -1%
NB
1015
Northwest Bancshares
Pennsylvania
$762K -$9.58K -40 -1%
GRP
1016
Global Retirement Partners
California
$761K +$25.2K +105 +3%
BWG
1017
Balanced Wealth Group
Ohio
$760K -$19.5K -79 -2%
CFFP
1018
Center for Financial Planning
Michigan
$760K – – –
KCM
1019
Kathmere Capital Management
Pennsylvania
$759K +$250K +1,045 +49%
O3W
1020
Omni 360 Wealth
New Jersey
$758K -$179K -745 -19%
CAG
1021
Crestwood Advisors Group
Massachusetts
$758K +$129K +540 +21%
FW
1022
Fairway Wealth
Ohio
$755K – – –
LHC
1023
Little House Capital
Massachusetts
$754K +$754K +3,145 New
WFC
1024
Western Financial Corp
California
$752K +$96.3K +402 +15%
BFA
1025
Beaumont Financial Advisors
Massachusetts
$750K +$1.68K +7 +0.2%
39 40
41
42 43