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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 %
FW
1026
Fairway Wealth
Ohio
$892K
WAM
1027
Wakefield Asset Management
Colorado
$891K +$891K +3,148 New
SW
1028
SMART Wealth
Nebraska
$875K +$181K +641 +26%
WMWM
1029
Whitaker-Myers Wealth Managers
Ohio
$870K +$870K +3,074 New
AA
1030
Alta Advisers
United Kingdom
$859K +$311K +1,100 +57%
FM
1031
Family Management
New York
$857K -$4.53K -16 -0.5%
LSA
1032
Lion Street Advisors
Texas
$856K +$36.2K +128 +4%
NB
1033
Northwest Bancshares
Pennsylvania
$853K -$46.4K -164 -5%
BWG
1034
Balanced Wealth Group
Ohio
$852K -$20.4K -72 -2%
SIG
1035
Sargent Investment Group
Maryland
$852K +$3.11K +11 +0.4%
GI
1036
Gradient Investments
Minnesota
$848K +$1.7K +6 +0.2%
IPW
1037
Impact Partnership Wealth
Georgia
$846K +$42.2K +149 +5%
IAS
1038
Insigneo Advisory Services
Florida
$845K +$55.2K +195 +7%
EWA
1039
Exencial Wealth Advisors
Oklahoma
$845K +$845K +2,985 New
PAM
1040
Peak Asset Management
Colorado
$838K
LFAS
1041
Level Four Advisory Services
Texas
$830K +$87.7K +310 +12%
VDI
1042
Vaughan David Investments
Illinois
$826K -$14.2K -50 -2%
IAIM
1043
International Assets Investment Management
Florida
$823K +$129K +457 +19%
LWM
1044
Lakeridge Wealth Management
Ohio
$822K +$19.5K +69 +2%
VA
1045
Valmark Advisers
Ohio
$821K +$42.4K +150 +5%
WFC
1046
Western Financial Corp
California
$820K -$68.5K -242 -8%
TRIA
1047
Trail Ridge Investment Advisors
Colorado
$810K -$29.2K -103 -3%
RG
1048
Renaissance Group
Kentucky
$804K -$57.2K -202 -7%
IA
1049
IFC Advisors
California
$799K +$799K +2,823 New
DTL
1050
Dynamic Technology Lab
Singapore
$798K +$798K +2,820 New