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Progressive

1,827 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 668 increasing their positions, 714 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 172

16% more call options, than puts

Call options by funds: $589M | Put options by funds: $506M

1.97% more ownership

Funds ownership: 84.81%86.78% (+2%)

2% more funds holding

Funds holding: 1,7981,827 (+29)

6% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 714

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.94B)

10% less funds holding in top 10

Funds holding in top 10: 5247 (-5)

Holders
1,827
Holders Change
+29
Holders Change %
+1.61%
% of All Funds
22.22%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.57%
New
234
Increased
668
Reduced
714
Closed
172
Calls
$589M
Puts
$506M
Net Calls
+$83.4M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
1001
Riverwater Partners
Wisconsin
$796K -$24.6K -109 -3%
OCM
1002
Orleans Capital Management
Louisiana
$791K -$577K -2,555 -42%
BC
1003
Burney Company
Virginia
$791K -$2.03K -9 -0.3%
GSEP
1004
Golden State Equity Partners
California
$789K -$425K -1,881 -35%
DEM
1005
Disciplined Equity Management
Florida
$786K -$15.8K -70 -2%
BAM
1006
Belpointe Asset Management
Nevada
$785K -$49.9K -221 -6%
KBFS
1007
Kohmann Bosshard Financial Services
Ohio
$784K +$9.71K +43 +1%
PCA
1008
Pallas Capital Advisors
Massachusetts
$784K -$7.68K -34 -1%
JRFS
1009
James Reed Financial Services
Ohio
$783K +$452 +2 +0.1%
IAN
1010
Integrated Advisors Network
Texas
$781K -$42.9K -190 -5%
BRWA
1011
B. Riley Wealth Advisors
Florida
$779K -$292K -1,291 -27%
EGM
1012
Engineers Gate Manager
New York
$776K -$7.48M -33,112 -91%
LS
1013
Livforsakringsbolaget Skandia
Sweden
$770K -$135K -600 -15%
RZH
1014
Relyea Zuckerberg Hanson
Connecticut
$768K +$2.48K +11 +0.3%
WSFS
1015
Wilmington Savings Fund Society
Delaware
$760K +$1.35K +6 +0.2%
TCM
1016
Twin Capital Management
Pennsylvania
$757K +$5.19K +23 +0.7%
SF
1017
Summit Financial
New Jersey
$756K -$670K -2,969 -47%
WIC
1018
Woodmont Investment Counsel
Tennessee
$750K -$40.4K -179 -5%
EI
1019
Ellevest Inc
New York
$748K +$32.1K +142 +5%
JWCA
1020
J.W. Cole Advisors
Florida
$748K +$9.26K +41 +1%
SCM
1021
SCS Capital Management
Massachusetts
$745K -$12.6K -56 -2%
HWM
1022
Hohimer Wealth Management
Washington
$744K -$122K -541 -14%
AC
1023
AlphaCore Capital
California
$742K +$104K +460 +16%
WFC
1024
Western Financial Corp
California
$739K +$33K +146 +5%
GI
1025
Gradient Investments
Minnesota
$738K +$70.7K +313 +11%