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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, 718 increasing their positions, 654 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,823
Holders Change
+74
Holders Change %
+4.23%
% of All Funds
24.76%
Holding in Top 10
96
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+37.14%
% of All Funds
1.3%
New
231
Increased
718
Reduced
654
Closed
124
Calls
$502M
Puts
$465M
Net Calls
+$36.9M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
1001
Moors & Cabot
Massachusetts
$959K -$132K -467 -12%
AW
1002
Alteri Wealth
California
$958K -$43K -152 -4%
FHA
1003
Flagship Harbor Advisors
Massachusetts
$956K -$4.81K -17 -0.5%
MS
1004
Maven Securities
Jersey
$951K +$301K +1,063 +46%
JWCA
1005
J.W. Cole Advisors
Florida
$948K +$650K +2,297 +218%
CAG
1006
Crestwood Advisors Group
Massachusetts
$945K +$49.8K +176 +6%
AWM
1007
Avior Wealth Management
Nebraska
$944K +$44.4K +157 +5%
SI
1008
Scharf Investments
California
$938K -$45.6K -161 -5%
CIAS
1009
Capital Investment Advisory Services
North Carolina
$936K +$14.4K +51 +2%
GS
1010
GTS Securities
New York
$934K -$1.07M -3,782 -53%
GJWM
1011
Gilliland Jeter Wealth Management
Arkansas
$928K -$5.38K -19 -0.6%
HH
1012
Hilltop Holdings
Texas
$928K +$86K +304 +10%
WIC
1013
Woodmont Investment Counsel
Tennessee
$927K -$26.9K -95 -3%
HCM
1014
Howard Capital Management
Georgia
$927K -$142K -501 -13%
HFM
1015
Hartford Funds Management
Pennsylvania
$924K +$80.4K +284 +10%
CFA
1016
CWS Financial Advisors
Michigan
$921K
1WA
1017
180 Wealth Advisors
Washington
$916K -$35.4K -125 -4%
AWA
1018
Arkadios Wealth Advisors
Georgia
$916K -$93.4K -330 -9%
VCM
1019
Voleon Capital Management
California
$910K -$6.37M -22,492 -87%
BWP
1020
Baldwin Wealth Partners
Massachusetts
$907K -$79.5K -281 -8%
KCM
1021
Kathmere Capital Management
Pennsylvania
$904K +$7.08K +25 +0.8%
PP
1022
PDS Planning
Ohio
$901K +$50.9K +180 +6%
O3W
1023
Omni 360 Wealth
New Jersey
$899K +$2.83K +10 +0.3%
CFFP
1024
Center for Financial Planning
Michigan
$897K
WS
1025
Wedbush Securities
California
$897K +$237K +837 +36%