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Progressive

1,882 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 776 increasing their positions, 652 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.08% more ownership

Funds ownership: 84.94%86.03% (+1.1%)

5% less capital invested

Capital invested by funds: $141B → $134B (-$6.52B)

18% less funds holding in top 10

Funds holding in top 10: 9679 (-17)

Holders
1,882
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
79
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$634M
Puts
$449M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
1001
Brighton Jones LLC
Washington
$1.13M
VFA
1002
Valeo Financial Advisors
Indiana
$1.12M
KNW
1003
Kesler Norman & Wride
Utah
$1.11M
EP
1004
Edgestream Partners
New Jersey
$1.11M
MSA
1005
Marino Stram & Associates
Massachusetts
$1.11M
WLG
1006
Williamson Legacy Group
Indiana
$1.1M
V
1007
ViaWealth
Kansas
$1.08M
BC
1008
Burney Company
Virginia
$1.07M
LIM
1009
Letson Investment Management
Georgia
$1.07M
CA
1010
Cullinan Associates
Kentucky
$1.07M
PPWP
1011
Premier Path Wealth Partners
New Jersey
$1.06M
HSA
1012
HBK Sorce Advisory
Pennsylvania
$1.05M
AWA
1013
Arkadios Wealth Advisors
Georgia
$1.05M
PEA
1014
Park Edge Advisors
Ohio
$1.05M
HH
1015
Hilltop Holdings
Texas
$1.04M
JSW
1016
Journey Strategic Wealth
New Jersey
$1.04M
EFS
1017
Essex Financial Services
Connecticut
$1.04M
GRP
1018
Global Retirement Partners
California
$1.04M
NPT
1019
Nixon Peabody Trust
Massachusetts
$1.04M
LWL
1020
Leo Wealth LLC
Texas
$1.04M
EC
1021
EdgeRock Capital
Colorado
$1.03M
IC
1022
Iconiq Capital
California
$1.03M
CB
1023
CNB Bank
Pennsylvania
$1.03M
CCP
1024
Cassia Capital Partners
North Carolina
$1.02M
TCPG
1025
Trivant Custom Portfolio Group
California
$1.02M