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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 %
FB
1076
Fulton Bank
Pennsylvania
$883K -$507K -1,898 -36%
WIC
1077
Woodmont Investment Counsel
Tennessee
$878K +$4.54K +17 +0.5%
WFI
1078
West Family Investments
California
$876K +$416K +1,557 +90%
LFGO
1079
Legacy Financial Group (Oklahoma)
Oklahoma
$876K +$876K +3,282 New
OTPPB
1080
Ontario Teachers' Pension Plan Board
Ontario, Canada
$872K +$872K +3,267 New
CIAS
1081
Capital Investment Advisory Services
North Carolina
$870K -$12.8K -48 -1%
FCBT
1082
First Citizens Bank & Trust
North Carolina
$869K +$234K +876 +37%
GJWM
1083
Gilliland Jeter Wealth Management
Arkansas
$869K -$6.67K -25 -0.8%
BWP
1084
Baldwin Wealth Partners
Massachusetts
$855K – – –
O3W
1085
Omni 360 Wealth
New Jersey
$850K +$2.94K +11 +0.3%
T
1086
TOBAM
France
$850K -$1.22M -4,567 -59%
CFFP
1087
Center for Financial Planning
Michigan
$846K – – –
SFS
1088
Sowell Financial Services
Arkansas
$845K -$439K -1,647 -34%
KA
1089
Klingman & Associates
New York
$843K +$266K +996 +46%
FW
1090
Fairway Wealth
Ohio
$841K – – –
GF
1091
Gries Financial
Ohio
$839K +$123K +461 +17%
CCG
1092
Ceeto Capital Group
Florida
$833K +$833K +3,121 New
BIG
1093
Brooklyn Investment Group
New York
$826K +$212K +1,262 +35%
PP
1094
PDS Planning
Ohio
$824K -$25.4K -95 -3%
TI
1095
TrueMark Investments
Illinois
$820K +$820K +3,072 New
RDWM
1096
Red Door Wealth Management
Tennessee
$819K +$175K +656 +27%
KLCM
1097
KG&L Capital Management
Louisiana
$818K +$173K +647 +27%
PCM
1098
Polymer Capital Management
New York
$813K +$80.1K +300 +11%
AA
1099
Alta Advisers
United Kingdom
$810K – – –
PCP
1100
Proficio Capital Partners
Massachusetts
$804K +$138K +518 +21%
42 43
44
45 46