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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, 717 increasing their positions, 655 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% more repeat investments, than reductions

Existing positions increased: 717 | Existing positions reduced: 655

8% more call options, than puts

Call options by funds: $502M | Put options by funds: $465M

0.88% less ownership

Funds ownership: 85.83%84.94% (-0.88%)

Holders
1,823
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
96
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$502M
Puts
$465M
Net Calls
Net Calls Change

Top Buyers

1 +$898M
2 +$686M
3 +$667M
4
Morgan Stanley
Morgan Stanley
New York
+$580M
5
DZ Bank
DZ Bank
Germany
+$479M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1026
Wakefield Asset Management
Colorado
$891K
SW
1027
SMART Wealth
Nebraska
$875K
WMWM
1028
Whitaker-Myers Wealth Managers
Ohio
$870K
AA
1029
Alta Advisers
United Kingdom
$859K
FM
1030
Family Management
New York
$857K
LSA
1031
Lion Street Advisors
Texas
$856K
NB
1032
Northwest Bancshares
Pennsylvania
$853K
BWG
1033
Balanced Wealth Group
Ohio
$852K
SIG
1034
Sargent Investment Group
Maryland
$852K
GI
1035
Gradient Investments
Minnesota
$848K
IPW
1036
Impact Partnership Wealth
Georgia
$846K
IAS
1037
Insigneo Advisory Services
Florida
$845K
EWA
1038
Exencial Wealth Advisors
Oklahoma
$845K
PAM
1039
Peak Asset Management
Colorado
$838K
LFAS
1040
Level Four Advisory Services
Texas
$830K
VDI
1041
Vaughan David Investments
Illinois
$826K
IAIM
1042
International Assets Investment Management
Florida
$823K
LWM
1043
Lakeridge Wealth Management
Ohio
$822K
VA
1044
Valmark Advisers
Ohio
$821K
WFC
1045
Western Financial Corp
California
$820K
TRIA
1046
Trail Ridge Investment Advisors
Colorado
$810K
RG
1047
Renaissance Group
Kentucky
$804K
IA
1048
IFC Advisors
California
$799K
DTL
1049
Dynamic Technology Lab
Singapore
$798K
SIG
1050
Sky Investment Group
Connecticut
$784K