We are live on ! Find out more
PGR icon

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
BFM
1026
Boothbay Fund Management
New York
$738K +$385K +1,704 +111%
GJWM
1027
Gilliland Jeter Wealth Management
Arkansas
$738K +$226 +1 +0%
PCM
1028
Penserra Capital Management
California
$736K -$897K -3,970 -55%
BFG
1029
Birch Financial Group
New Hampshire
$735K +$279K +1,236 +62%
RS
1030
R Squared
Hong Kong
$733K -$531K -2,353 -42%
NL
1031
NWAM LLC
Washington
$732K -$29.8K -132 -4%
CIAS
1032
Capital Investment Advisory Services
North Carolina
$730K -$9.26K -41 -1%
PCS
1033
Personal CFO Solutions
New Jersey
$729K -$29.6K -131 -4%
DWM
1034
Drive Wealth Management
Utah
$728K +$179K +791 +33%
HIP
1035
HUB Investment Partners
Texas
$728K +$203K +900 +39%
LFGO
1036
Legacy Financial Group (Oklahoma)
Oklahoma
$723K -$24.2K -107 -3%
LWL
1037
Leo Wealth LLC
Texas
$723K -$128K -566 -15%
CFFP
1038
Center for Financial Planning
Michigan
$722K
WFI
1039
West Family Investments
California
$719K -$210K -931 -23%
AW
1040
Alteri Wealth
California
$718K +$81.1K +359 +13%
TRIA
1041
Trail Ridge Investment Advisors
Colorado
$714K +$42.7K +189 +6%
AAM
1042
Auxier Asset Management
Oregon
$704K +$273K +1,210 +64%
KP
1043
Keel Point
Alabama
$704K -$40.6K -180 -6%
LFA
1044
Legacy Financial Advisors
Kentucky
$700K -$50.1K -222 -7%
SFS
1045
Symphony Financial Services
Ohio
$699K +$42K +186 +6%
IAS
1046
Insigneo Advisory Services
Florida
$699K -$97.6K -432 -12%
PP
1047
PDS Planning
Ohio
$694K -$3.84K -17 -0.6%
MCM
1048
Manchester Capital Management
Vermont
$691K +$71.8K +318 +12%
SIG
1049
Sargent Investment Group
Maryland
$689K +$683K +3,024 New
HSA
1050
HBK Sorce Advisory
Pennsylvania
$689K -$106K -468 -12%