PGR icon

Progressive

1,320 hedge funds and large institutions have $81.2B invested in Progressive in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 419 increasing their positions, 503 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,320
Holders Change
+155
Holders Change %
+13.3%
% of All Funds
19.35%
Holding in Top 10
45
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.14%
% of All Funds
0.66%
New
236
Increased
419
Reduced
503
Closed
63
Calls
$543M
Puts
$408M
Net Calls
+$136M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1026
CoreCap Advisors
Michigan
$275K +$275K +1,728 New
BWP
1027
BSW Wealth Partners
Colorado
$275K +$11K +69 +4%
SIM
1028
Stratos Investment Management
Ohio
$272K +$272K +1,708 New
BTWM
1029
Baker Tilly Wealth Management
Wisconsin
$272K -$114K -716 -30%
BA
1030
Baugh & Associates
Georgia
$271K
ST
1031
Smithfield Trust
Pennsylvania
$270K
EFS
1032
Essex Financial Services
Connecticut
$270K -$8.92K -56 -3%
MGWM
1033
Marks Group Wealth Management
Minnesota
$270K -$10K -63 -4%
MPWT
1034
MassMutual Private Wealth & Trust
Connecticut
$270K +$27.2K +171 +11%
SWP
1035
Significant Wealth Partners
Illinois
$269K +$269K +1,689 New
ICG
1036
InterOcean Capital Group
Tennessee
$269K +$269K +1,688 New
LA
1037
Legacy Advisors
Pennsylvania
$269K +$34.9K +219 +15%
CCM
1038
Carlson Capital Management
Minnesota
$267K +$267K +1,676 New
LCWP
1039
Legacy Capital Wealth Partners
Arkansas
$266K -$6.21K -39 -2%
FFP
1040
FourThought Financial Partners
Florida
$265K -$1.75K -11 -0.7%
SCP
1041
Sivia Capital Partners
California
$264K +$264K +1,659 New
RK
1042
Rather & Kittrell
Tennessee
$264K
KFA
1043
Kapstone Financial Advisors
Ohio
$262K
FIM
1044
Freedom Investment Management
Connecticut
$261K -$60.4K -379 -19%
RG
1045
Rathbones Group
United Kingdom
$260K +$260K +1,632 New
UW
1046
Unique Wealth
Florida
$259K -$55.3K -347 -18%
OC
1047
Oarsman Capital
Wisconsin
$258K +$258K +1,622 New
SP
1048
Stablepoint Partners
Massachusetts
$258K +$258K +1,619 New
DS
1049
DRW Securities
Illinois
$256K +$256K +1,608 New
AA
1050
Alta Advisers
United Kingdom
$255K