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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
WG
1051
Wellington Group
Indiana
$688K +$682K +3,021 New
NS
1052
NBC Securities
Alabama
$687K +$153K +678 +29%
CF
1053
Convergence Financial
Missouri
$684K +$679K +3,005 New
SC
1054
Sapient Capital
Indiana
$679K +$667K +2,952 New
WAM
1055
Wakefield Asset Management
Colorado
$676K -$361K -1,600 -35%
PAM
1056
Peak Asset Management
Colorado
$675K
RDWM
1057
Red Door Wealth Management
Tennessee
$674K +$677 +3 +0.1%
LAM
1058
L2 Asset Management
Massachusetts
$673K +$43.4K +192 +7%
BWG
1059
Balanced Wealth Group
Ohio
$673K -$31.6K -140 -5%
ZBNA
1060
Zions Bancorporation, National Association
Utah
$669K +$593K +2,626 +847%
KA
1061
Klingman & Associates
New York
$667K +$10.8K +48 +2%
BPAMU
1062
BTG Pactual Asset Management US
New York
$666K +$660K +2,923 New
RCG
1063
Ridge Creek Global
Ohio
$659K +$654K +2,895 New
SFS
1064
Sowell Financial Services
Arkansas
$656K -$15.6K -69 -2%
NFA
1065
Northern Financial Advisors
Michigan
$654K -$431K -1,907 -40%
SW
1066
Simplicity Wealth
New Jersey
$653K +$179K +794 +38%
PWP
1067
Perfromance Wealth Partners
Illinois
$653K -$4.29K -19 -0.7%
FB
1068
Fulton Bank
Pennsylvania
$650K -$5.65K -25 -0.9%
LCWP
1069
Legacy Capital Wealth Partners
Arkansas
$646K +$72.5K +321 +13%
LWM
1070
Lakeridge Wealth Management
Ohio
$646K -$4.07K -18 -0.6%
FMI
1071
Frec Markets Inc
California
$640K +$635K +2,812 New
CCA
1072
Coign Capital Advisors
Utah
$638K +$21.2K +94 +3%
LI
1073
LVZ Inc
Michigan
$634K +$77.5K +343 +14%
HH
1074
Hilltop Holdings
Texas
$633K +$73.6K +326 +13%
ECA
1075
Elevate Capital Advisors
Colorado
$632K +$627K +2,777 New