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Progressive
PGR

Overview Fund Activity

1,876 hedge funds and large institutions have $134B invested in Progressive in 2025 Q2 according to their latest regulatory filings, with 200 funds opening new positions, 774 increasing their positions, 651 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,876
Holders Change
+53
Holders Change %
+2.91%
% of All Funds
25.15%
Holding in Top 10
79
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-17.71%
% of All Funds
1.06%
New
200
Increased
774
Reduced
651
Closed
116
Calls
$634M
Puts
$449M
Net Calls
+$185M
Net Calls Change
+$148M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$746M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$723M
4
Capital International Investors
Capital International Investors
California
+$595M
5
Capital World Investors
Capital World Investors
California
+$242M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$711M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$570M
4
DZ Bank
DZ Bank
Germany
-$520M
5
Principal Financial Group
Principal Financial Group
Iowa
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1051
Bridgewater Advisors
New York
$950K +$1.69K +7 +0.2%
IAS
1052
Insigneo Advisory Services
Florida
$949K +$152K +570 +19%
DWM
1053
Defined Wealth Management
Oregon
$949K +$6.14K +23 +0.7%
SW
1054
SMART Wealth
Nebraska
$948K +$123K +462 +15%
LAM
1055
LECAP Asset Management
United Kingdom
$948K +$948K +3,552 New
SFFS
1056
Stonehage Fleming Financial Services
Jersey
$943K -$64K -240 -6%
CG
1057
CFO4Life Group
Texas
$940K -$25.4K -95 -3%
ICP
1058
Impact Capital Partners
Colorado
$940K -$42.4K -159 -4%
BAM
1059
Blueshift Asset Management
New Jersey
$937K +$937K +3,513 New
LTAS
1060
Linden Thomas Advisory Services
North Carolina
$936K -$208K -778 -18%
BCM
1061
Boreal Capital Management
Florida
$932K +$932K +3,491 New
OTL
1062
Oak Thistle LLC
New York
$929K -$3.08M -11,546 -77%
SI
1063
Scharf Investments
California
$927K +$43K +161 +5%
BC
1064
Belmont Capital
California
$920K +$374K +1,400 +68%
TCM
1065
Twin Capital Management
Pennsylvania
$920K -$8.27K -31 -0.9%
JRFS
1066
James Reed Financial Services
Ohio
$919K +$9.87K +37 +1%
SWM
1067
Seed Wealth Management
Illinois
$917K – – –
CAG
1068
Crestwood Advisors Group
Massachusetts
$916K +$25.4K +95 +3%
DEM
1069
Disciplined Equity Management
Florida
$910K -$2.67K -10 -0.3%
KBFS
1070
Kohmann Bosshard Financial Services
Ohio
$907K -$1.07K -4 -0.1%
FHA
1071
Flagship Harbor Advisors
Massachusetts
$904K +$1.87K +7 +0.2%
SAM
1072
Smartleaf Asset Management
Massachusetts
$903K -$264K -1,001 -23%
CAMG
1073
CWA Asset Management Group
Florida
$899K +$202K +757 +29%
WAM
1074
WealthTrust Asset Management
Florida
$888K -$183K -686 -17%
MC
1075
Moors & Cabot
Massachusetts
$887K -$17.6K -66 -2%
41 42
43
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