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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
MC
1001
Moors & Cabot
Massachusetts
$959K
AW
1002
Alteri Wealth
California
$958K
FHA
1003
Flagship Harbor Advisors
Massachusetts
$956K
MS
1004
Maven Securities
Jersey
$951K
JWCA
1005
J.W. Cole Advisors
Florida
$948K
CAG
1006
Crestwood Advisors Group
Massachusetts
$945K
AWM
1007
Avior Wealth Management
Nebraska
$944K
SI
1008
Scharf Investments
California
$938K
CIAS
1009
Capital Investment Advisory Services
North Carolina
$936K
GS
1010
GTS Securities
New York
$934K
GJWM
1011
Gilliland Jeter Wealth Management
Arkansas
$928K
HH
1012
Hilltop Holdings
Texas
$928K
WIC
1013
Woodmont Investment Counsel
Tennessee
$927K
HCM
1014
Howard Capital Management
Georgia
$927K
HFM
1015
Hartford Funds Management
Pennsylvania
$924K
CFA
1016
CWS Financial Advisors
Michigan
$921K
1WA
1017
180 Wealth Advisors
Washington
$916K
AWA
1018
Arkadios Wealth Advisors
Georgia
$916K
VCM
1019
Voleon Capital Management
California
$910K
BWP
1020
Baldwin Wealth Partners
Massachusetts
$907K
KCM
1021
Kathmere Capital Management
Pennsylvania
$904K
PP
1022
PDS Planning
Ohio
$901K
CFFP
1023
Center for Financial Planning
Michigan
$897K
WS
1024
Wedbush Securities
California
$897K
FW
1025
Fairway Wealth
Ohio
$892K