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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
KA
1051
Klingman & Associates
New York
$667K
BPAMU
1052
BTG Pactual Asset Management US
New York
$666K
RCG
1053
Ridge Creek Global
Ohio
$659K
SFS
1054
Sowell Financial Services
Arkansas
$656K
NFA
1055
Northern Financial Advisors
Michigan
$654K
SW
1056
Simplicity Wealth
New Jersey
$653K
PWP
1057
Perfromance Wealth Partners
Illinois
$653K
FB
1058
Fulton Bank
Pennsylvania
$650K
LCWP
1059
Legacy Capital Wealth Partners
Arkansas
$646K
LWM
1060
Lakeridge Wealth Management
Ohio
$646K
FMI
1061
Frec Markets Inc
California
$640K
CCA
1062
Coign Capital Advisors
Utah
$638K
LI
1063
LVZ Inc
Michigan
$634K
HH
1064
Hilltop Holdings
Texas
$633K
ECA
1065
Elevate Capital Advisors
Colorado
$632K
CG
1066
Clarus Group
Texas
$632K
VCM
1067
Virtue Capital Management
Tennessee
$632K
BWP
1068
Baldwin Wealth Partners
Massachusetts
$631K
WS
1069
Wilian Securities
Minnesota
$628K
FW
1070
Fairway Wealth
Ohio
$626K
MA
1071
MJP Associates
Connecticut
$625K
SWM
1072
Shelton Wealth Management
Texas
$620K
DE
1073
Diversified Enterprises
Delaware
$620K
OPTFSNA
1074
Old Point Trust & Financial Services N A
Virginia
$615K
CBA
1075
Coastal Bridge Advisors
Connecticut
$612K