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Progressive

1,806 hedge funds and large institutions have $116B invested in Progressive in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 662 increasing their positions, 711 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 662 | Existing positions reduced: 711

6% less capital invested

Capital invested by funds: $123B → $116B (-$6.99B)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

Holders
1,806
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
46
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$589M
Puts
$506M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIP
1026
HUB Investment Partners
Texas
$728K
LFGO
1027
Legacy Financial Group (Oklahoma)
Oklahoma
$723K
LWL
1028
Leo Wealth LLC
Texas
$723K
CFFP
1029
Center for Financial Planning
Michigan
$722K
WFI
1030
West Family Investments
California
$719K
AW
1031
Alteri Wealth
California
$718K
TRIA
1032
Trail Ridge Investment Advisors
Colorado
$714K
AAM
1033
Auxier Asset Management
Oregon
$704K
KP
1034
Keel Point
Alabama
$704K
LFA
1035
Legacy Financial Advisors
Kentucky
$700K
SFS
1036
Symphony Financial Services
Ohio
$699K
IAS
1037
Insigneo Advisory Services
Florida
$699K
PP
1038
PDS Planning
Ohio
$694K
MCM
1039
Manchester Capital Management
Vermont
$691K
SIG
1040
Sargent Investment Group
Maryland
$689K
HSA
1041
HBK Sorce Advisory
Pennsylvania
$689K
NS
1042
NBC Securities
Alabama
$687K
CF
1043
Convergence Financial
Missouri
$684K
SC
1044
Sapient Capital
Indiana
$679K
WAM
1045
Wakefield Asset Management
Colorado
$676K
PAM
1046
Peak Asset Management
Colorado
$675K
RDWM
1047
Red Door Wealth Management
Tennessee
$674K
LAM
1048
L2 Asset Management
Massachusetts
$673K
BWG
1049
Balanced Wealth Group
Ohio
$673K
ZBNA
1050
Zions Bancorporation, National Association
Utah
$669K